Process Partial Money Refund

IMPORTANT: Partial Refunds can only be processed through eWinery Solutions after the funds have settled with your payment processor. This usually occurs the next day after the order completes. If you process a refund in eWinery Solutions the same day your only option will be to void the order.

What is a Partial Refund?

When processing a partial refund, some but not all monies associated with a given order are credited back to the customer. No products are returned to inventory.

When to Perform a Partial Refund

This option would most likely be issued if one or more products were damaged via shipping or are considered "bad". The products would not be able to be sold again and the customer would need a refund.

• Broken or spoiled products
• Refunding shipping charges
• Refunding for some, but not all, of the products included on an order.

Processing the Partial Refund:

1. Open the original order and start the refund from the Refund tab in the order record.

2. Click 'Create Refund' on the Refund tab of the order.
   

3. Select Partial Refund from the 'Return or Refund Type' drop down.
   

4. Select the Refund reason code from the 'Reason for Refund' drop down.
   
   For instructions and information on how to create 'Return and Refund Reason codes' please visit Returns and Refunds: Add/Edit Reason Codes.

5. Once the Refund Type and Reason have been selected the order detail will appear. The following line items will appear with corresponding amounts for the order:

   • Product(s)
     
     The 'Return to Inventory' will remain at zero (0) as no items are returned to inventory when issuing a refund.
     
     • Product Name
     • Unit
     • Price
     • Current Quantity
     • Refund Quantity - editable using the quantity drop down
     • Return to Inventory - will default and remain at zero (0) as no items will return to inventory on a refund
     • Current Amount
     • Amount to Refund - editable by clicking the 'Override' check box
     • Remaining Amount
   • Current Shipping
     • Amount to Refund - editable by clicking 'Override' check box
     • Remaining Shipping
   • Handling
     • Current Handling
     • Amount to Refund - editable by clicking 'Override' check box
     • Remaining Handling
   • Bottle Deposit
     • Current Bottle Deposit
     • Amount to Refund - editable by clicking 'Override' check box
     • Remaining Bottle Deposit
   • Sales Tax - NOT EDITABLE
     • Current Tax
     • Amount to refund
     • Reaming Tax
   • Total
     • Current Total
     • Amount to Refund
     • Remaining Total
       

6. Verify that all the order information is correct and that the 'Amount to Refund' is the correct amount. When you are satisfied with the partial refund amount click the 'Process Refund' button at the bottom of the screen.
   

7. When the partial refund has processed, the order will complete with the original order number followed by a R-1, 2, 3 (depending on the number of previous refunds against the order).
   

8. The [order number]-R1 will have a Refund Summary. This will provide the following information to be viewable at anytime:

   • Order Number - original order number
   • Refund Number
   • Refund Date
   • Payment By - payment type
   • Personal Information
     • Customer Billing Information
     • Customer Shipping Information
   • Order Details - items and amounts returned
   • Qty - quantity returned
     • SKU
     • Product - Product Name
     • Price
     • Total Price
     • Subtotal
     • Shipping
     • Handling
     • Sales Tax
     • Total
       Reason for Refund - reason code selected at the time the return was created.

Returns and Refunds can be searched in the Order section by Order Number or by Order Type of "Refund". Please visit the eWinery Search for an Order page for additional information.