Navigate to the payment record which has to be voided or refunded.Ĭlick Refund or Void/Refund, depending on the time period which has passed after the payment. Built upon the world's most popular CRM platforms Salesforce, Nimble AMS provides a membership management system that increased productivity of our team and saved a huge number of hours by automating inefficient daily tasks such as welcome email for new member signs up, management membership renewal automatically, making recommendations for new services/products based on popularity and etc.To quickly refund or void a transaction, follow the below steps: We recommend adding the LWC to the Payments page. Staff users can make quick refunds using the One Payment - Staff View feature if the administrator has enabled One Payment - Staff View and added the Manage Payment LWC to the page. If there are payments to be cancelled, mistaken transactions that need to be voided, using One Payment - Staff View feature this can be a quicker process than refunding through the order process. Say, x orders were paid for using One Payment wizard but the number of order items is y, then y number of payment lines will be created. Though only one payment record will be created after using the One Payment Wizard once, the number of created payment lines will depend on the number of order items and not the number of orders. Navigate to the account from which you need to apply a single payment to multiple orders.Ĭlick Complete Payment, to launch the One Payment Wizard.To apply a single payment to multiple orders using the One Payment Wizard, follow the instructions given below: You can also add this to multiple pages.Īs an example, let's say you need to use the One Payment Wizard from an account. We recommend adding this LWC to the Account page or Order page as per your requirement. If the administrator has enabled the One Payment - Staff View feature in your org and has added the One Payment Wizard LWC to the page, the staff users will be displayed a Complete Payment button on that page. You can use the One payment Wizard to pay for all these orders with a single payment and finish the task in a few minutes. As an example, lets say a company is providing membership to all or some of its employees. This feature is quite useful to apply a single payment to multiple orders. This serves as a quicker process when applying one payment to multiple orders in one go, rather than repeating the longer process of editing orders and going through the order processor for each order to pay for them.Īlso, using One Payment - Staff View enables the staff to void or refund a payment quickly, without any hassles. One Payment - Staff View feature has been created so that the staff user can apply a single payment to multiple orders in an easy step by step guided process.
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