Manually managing refunds

You can also manage your refunds manually from Eshopbox workspace. For example, refund was configured to be initiated when the item is delivered to the location and return status is Restocked. However, upon doing the QC, the return was marked as Quarantined. In such cases, the automated refund process will fail, and you will be notified. To address this, Eshopbox provides you with the option to manually process refunds. This article will guide you through the steps to manually initiate refunds via the Eshopbox workspace. Another use case can be, you need approval before initiating a refund, therefore you can manually issue the refund after approval.

In this article, you will learn:

• How to manually process a refund in Eshopbox

• Cancel a refund

Steps to Manually Process a Refund in Eshopbox

Follow these steps to manually process a refund in the Eshopbox workspace:

1. Log in to your Eshopbox workspace.

2. Navigating to All Orders and search for the order for which you want to initiate the refund. You can search by order ID, tracking ID, customer name, or other relevant details.

3. Click on the "Take Action" and select "Initiate Refund." You will be prompted to enter the necessary refund details.

4. When initiating the refund manually, you will need to provide the following details:

   1. Reason for Refund: Specify the reason for the refund. This helps in maintaining records and understanding the context of the refund.

   2. Refund Amount: Enter the amount to be refunded to the customer.

   3. Refund Method: Choose the method through which the refund will be processed. Options include:

      • Back to original accounts used in payment

      • Back as store credits

      • Back to desired bank account

      • Refund in Bank via UPI (Enter the UPI)

      • Refund via Payout Link (Enter the email address or phone number)

5. Additional Notes (Optional): Provide any additional notes or comments that might be relevant to the refund. This can include reasons for manual processing or any specific instructions.

6. After entering all the required details, review and confirm the refund. The refund will be processed, and the customer will be notified.