If a client requests a refund for their existing PARKS DIRECT credit, feel free to do so via credit card or check. This helpful guide is here to show you how to process a credit refund.
Once we have pulled up the client's account in Global Sales we should be greeted with a prompt showing the client has an existing credit on their account.
Once in Global Sales with the client's account pulled up, select Payment in the Shopping Cart frame. Then PARKS DIRECT might open an information prompt alerting you that there are no items in your shopping cart. Select Yes on the information prompt.
PARKS DIRECT will open the payment processing screen, and in order to process the refund, select Use/Refund Credit > Use/Refund Credit on the Payment frame, which is on the middle of the screen.
PARKS DIRECT will open the Use Credit prompt. From here, check the checkbox(es) next to the credit(s) that you're refunding back to the client's payment card. Next, select Refund Selected Credits(s) and PARKS DIRECT will take your back to the payment processing screen.
Now choose the refund method. Something to keep in mind is in order to process a credit card refund, the amount you're refunding needs to match or be less than what had been charge during the original credit card transaction.
Once you've chosen a refund method, select Process at the bottom and you're finshed with the credit refund!
If you are unable to preform these steps for any reason please notify the Help Desk at 301-699-2255 or email [email protected].
Before refunding a credit via check, confirm the client's address on their PARKS DIRECT account is correct. To mail the client their check, PARKS DIRECT needs their current address.
Bring up the client's account in Global Sales. You should be greeted with a prompt showing the client's existing credit.
Select $0.00 Payment on the Shopping Cart frame. PARKS DIRECT will bring up to the payment processing screen.
To process the refund, select Use/Refund Credit > Us/Refund Credit on the Payments frame in the middle of the screen. PARKS DIRECT will open a Use Credit prompt.
Check the checkbox(es) next to the credit(s) you're refunding. Select Refund Selected Credits(s) to go back to the payment process screen.
Select Refund Finance from the Refund Option box.
You will need to answer a couple questions: Is the household address accurate? and Was customer informed of refund timeline (2-3 weeks)?
If the household address is not correct, you need to select back. Update the household's address in Household Management and then process the refund.
Once all of that is done, select Process at the bottom and you're done!
If you are unable to preform these steps for any reason please notify the Help Desk at 301-699-2255 or email [email protected].