Difference between revisions of "Payment Reversals"
From WHMCS Documentation
m (→What will occur?) |
m |
||
| Line 1: | Line 1: | ||
===What are Payment Reversals?=== | ===What are Payment Reversals?=== | ||
| − | A Payment Reversal is a method of applying a refund to an invoice that will reverse the original invoice actions | + | A Payment Reversal is a method of applying a refund to an invoice that will reverse the original invoice actions when possible. |
| − | When a reversal occurs, WHMCS will automatically set the invoice to Collections and reverse automation actions for | + | When a reversal occurs, WHMCS will automatically set the invoice to Collections and reverse automation actions for specific invoice items. |
| + | |||
| + | |||
| + | ===How do I make a Payment Reversal?=== | ||
| + | |||
| + | When applying a refund, the box "Reverse Payment" can be checked and as the refund is added, automatic actions will be reversed. | ||
| + | [[File:payment_reversal.png|thumb]] | ||
===Can Payment Reversals Occur Automatically?=== | ===Can Payment Reversals Occur Automatically?=== | ||
Yes. Payment Reversals occur in WHMCS when a chargeback is initiated by a client for a supported gateway. | Yes. Payment Reversals occur in WHMCS when a chargeback is initiated by a client for a supported gateway. | ||
| − | WHMCS will also notify all admin users that will receive " | + | WHMCS will also notify all admin users that will receive "Account Emails" as part of the [[Administrator Role|Administrators_and_Permissions#Managing_Administrator_Roles]]. |
| − | ===What will | + | ===What will happen to the items on the invoice?=== |
| − | What | + | What happens depends on the type of invoice item. |
;Hosting & Hosting Addons Invoice | ;Hosting & Hosting Addons Invoice | ||
| Line 42: | Line 48: | ||
:Nothing can occur with custom invoice items. There is no relationship in WHMCS that can be utilised. | :Nothing can occur with custom invoice items. There is no relationship in WHMCS that can be utilised. | ||
| + | |||
| + | ===Gateway Logs=== | ||
| + | There are no new gateway log items. Existing refund functionality is used before the Payment Reversal functionality occurs. | ||
Revision as of 14:32, 24 April 2017
Contents
What are Payment Reversals?
A Payment Reversal is a method of applying a refund to an invoice that will reverse the original invoice actions when possible.
When a reversal occurs, WHMCS will automatically set the invoice to Collections and reverse automation actions for specific invoice items.
How do I make a Payment Reversal?
When applying a refund, the box "Reverse Payment" can be checked and as the refund is added, automatic actions will be reversed.
Can Payment Reversals Occur Automatically?
Yes. Payment Reversals occur in WHMCS when a chargeback is initiated by a client for a supported gateway.
WHMCS will also notify all admin users that will receive "Account Emails" as part of the Administrators_and_Permissions#Managing_Administrator_Roles.
What will happen to the items on the invoice?
What happens depends on the type of invoice item.
- Hosting & Hosting Addons Invoice
- Any hosting and hosting addons that are part of the invoice for the reversed transaction will have their next due dates automatically reverted.
- If the payment reversal occurs as part of the cron, automatic suspend, if enabled, will occur next.
- If the reversal is standalone, any potential suspend will run when the automatic suspension tasks is next scheduled.
- Upgrade Invoice
- The service associated with the upgrade will be immediately suspended.
- Add Funds Invoice
- The credit applied to the client account will be immediately removed. This could leave a client with a negative credit balance.
- Mass Payment Invoice
- Each invoice that has been paid will have a reversed transaction applied to it and the invoice will be set to Collections.
- ProRated Hosting & Hosting Addons
- The next due date of the items on the invoice will be set to the previous due date.
- If the payment reversal occurs as part of the cron, automatic suspend, if enabled, may occur next.
- If the reversal is standalone, any potential suspend will run when the automatic suspension tasks is next scheduled.
- Domain Items
- Domain items will need to be manually managed. There is no automatic action taken with domains when a Payment Reversal occurs.
- Custom Items
- Nothing can occur with custom invoice items. There is no relationship in WHMCS that can be utilised.
Gateway Logs
There are no new gateway log items. Existing refund functionality is used before the Payment Reversal functionality occurs.