How do I process refunds?
You will get a refund request at some point for sure. The process will depend on the merchant gateway you are using. Below we have listed and explained all options you will get.
Processes
There are mainly three refund processes. The process will either depend on which merchant gateway you are using or whether you’re doing a full or partial refund.
Full Refund, Initiated Inside EDD
Some of the payment gateways will allow you to process refunds directly by accessing the ‘View Order Details’ screen of Easy Digital Downloads. Here is a list of gateways that currently support this method.
To issue a refund in this way follow the steps given below:
- Go to Downloads and then click on Payment History
- Then find and Click on View Order Details
- Then set the Status to Refunded in the Update Payment box as shown below
- Then make sure to Check the Refund checkbox
- Update the Order to process the refund.
The refund will be processed automatically and all the EDD records will be updated to reflect that refund. This includes sales/earnings stats, customer records, download links, and every other aspect of EDD that is affected by refunds.
Note: This section is only regarding processing 100% refunds, not partial refunds.
NOTE: When using any of the PayPal addons, if a refund fails it will leave a note.
Full Refund, Initiated at the Merchant Gateway
There is an alternate method to initiate the refund from the merchant gateway administration panel. The process is different for every gateway.
Gateways that support merchant-side refunds:
- PayPal
- Stripe
- 2Checkout
- Amazon Payments
Once you have initiated the refund through the gateway will inform your EDD store of the refund and all records will be updated to reflect that refund. This includes sales/earnings stats, customer records, download links, and every other aspect of EDD that is affected by refunds.
Partial Refund, Initiated at the Merchant Gateway
With Easy Digital Downloads, you cannot process partial refunds at this time. But it ca e easily dow manually. Follow the steps given below to process partial funs manually.
- First, you need to open and use your merchant gateway admin panel to refund the required amount.
- Then you need to update the payment record in the EDD store. Ope Downloads the EDD store the click on paymet history.
- Once you ope the paymet history the customer records ad report to e updated properly.
Note: If you are processing a refund in PayPal, you will need to wait 3-4 minutes for PayPay to process the refund. PayPal needs 2-3 minutes to communicate with your copy of Easy Digital Downloads and the IPN before updating the record in your own store. So make sure to wait till you adjust the payment in EDD before PayPal has processed it. If you do it earlier the order will be marked as wholly refunded instead of only partially refunded.