Learn how to efficiently restock inventory when refunding a payment in your SaaS platform

1. Click “Accounts”

Navigate to the ‘Accounts’ section to begin managing client information.

2. Select the client.

Select the client by name or email address.

3. Click “Payment Details”

Open the ‘Payment Details’ tab to view transactions.

4. Click “Charges”

Navigate to the ‘Charges’ section to manage payments.

5. Click here

Select a specific charge for refund.

6. Click “Refund”

Initiate the refund process by selecting ‘Refund’.

7. Enter the amount to refund.

Enter the refund amount you wish to process.

8. Fill the form.

Add notes explaining the reason for the refund.

9. Add the refund notes.

Provide additional context or comments for the refund.

10. Click the option if you want to adjust the inventory.

Click the option to specify the reason for inventory changes.

Click the option if you want to adjust the inventory.

11. Complete the form.

Add optional notes regarding the inventory adjustment.

12. Click “Refund”

Once you have validated the information provided, please click on the “Refund” button.

13. Validate the refund.

Validate the refund.

14. Click “Products”

Select the “Products” option, if you want t validate the products stock

15. Click “Inventory”

Choose the “Inventory” option

16. Click “Inventory History”

Click on the “Inventory History” field

This guide detailed how to manage client charges, add products to orders, process payments, and perform refunds while adjusting inventory accordingly. It also covered reviewing inventory history to maintain accurate stock records.

How to Restock Inventory when Refunding a Payment