Starting a thread dedicated to a topic we're all likely to be devoting a lot of time to.
Shall we also try using the Tags feature within it? Then folks can use it as a filter to narrow posts to one or the other. #CancellationProcessing and/or #CancellationMessaging
I'm thinking brilliant strategies (or hacks) or a place for questions that have you stumped.
To start, it off...
1) Cancellation email notice with web form with options about which route customer wants, exchange/donation/credit/refund. Easy for them; head start for your team.
2) If you are tokenized/don't save credit cards, pointedly call out somewhere in that messaging that your organization will calling to request the credit card number in order to process the refund.
In test, it wouldn't allow me to refund without entering a "dummy" credit card number, so I think I figured it out, thanks!
Good point, Gawain - although our team does make a point to return Test systems to this "dummy" configuration after the project that required live processing has wrapped up. Also, moving forward, we will be straying away from that practice entirely as it is our ultimate goal to not have any real credit card data in Test environments. Our Live to Test scripts for all RAMP organizations purge stored card numbers.
For Refund by Reference I have seen variable results. It will definitely work for refunding payments that were processed in Test to begin with, but if you try to refund a payment in Test that was processed in Live, it likely won't go through, although I have heard reports from organizations where it worked-- I think this depends on the processor.
Thanks,
Patrick
HI Patrick,
Although the order did not process in regards to live seating, an actual credit card did get processed.
Amber, I will follow up with you offline about this.
Hey Sara Broderick, would you be willing to share that report with me as well? Please and thank you! enash@2st.com
In terms of refunding checks, orr finance department will issue a check refund for patrons requesting a refund that paid with check. However, I am unsure of how to account for this in Tess. Would I create an additional "On Account" payment method for cash/check refunds? Thanks!