Refunds can be processed against both online and offline payment types. To create a refund, first locate the original payment via the "Payments" screen accessible from the left-hand menu.
You can search for the original transaction by job number or payment reference number
Once you have located the payment you wish to refund, click the right-hand menu to expand the options. The different types of refunds are explained below. If you do not see the refund option, ensure you are accessing the payment’s details screen.
Process Refund
Note: This option is only available for credit card transactions. Your payment processor may have rules around which transactions can be refunded. Please contact your payment processor for details. Refunds processed through OmegaPay follow the same workflow as standard payment refunds.
"Process Refund" will perform a refund which returns funds to the customer's original payment method. You can also edit the refund amount to issue a partial refund if needed.
Record External Refund
External refunds are issued outside of Omega. For example, you may issue your customer a check or cash.
After selecting the refund type, enter the amount you wish to refund, which can be a full or partial refund up to the original payment amount, and click "Save" to create the refund. The invoice and customer statements will be automatically updated to reflect the refunded amount.
Issuing Credits Without a Credit Memo Feature
Omega EDI does not include a dedicated credit memo feature. However, you can issue a credit to a customer by creating a new job for the customer and adding a line item with a negative amount. This negative line item will appear as a credit on the customer’s statement.
Refund Reference Field
When issuing a refund, you can enter any descriptive text in the Refund Reference field. While many users opt for terms like "Correction," this field is flexible and does not require a specific value.