Refunding or Exchanging a Migrated Order

If you need to refund or exchange a migrated Order, here's what you should do

It is always recommended to refund or exhange in your legacy system if at all possible.

However, there are times when a refund/exchange is requested post-migration. In this article, we will walk you through the steps to handle these specific scenarios.

NOTE: Previous transactions on the old MID will not be refundable to credit card. Instead, you will be able to refund to 'New Gift Card', 'Cash' or 'External' tender types. 

In This Article

Refunding a Migrated Order

Exchanging a Migrated Order

Refunding a Migrated Order

It is highly recommended that you take a look at this Refunding Order overview so that you understand how they work.

1. Once you have defined your refund item(s), scroll to the bottom of the page.
2. Remove the existing credit card tender by clicking the Edit button in the Refund Payment section on the Order.
   
3. Choose to refund to either 'New Gift Card', 'Cash' or 'External'.
   1. 'New Gift Card': The balance will be added to a Gift Card that can be used for later purchases. Learn about how Gift Cards work here.
   2. 'Cash': The balance is paid directly to the Customer in cash.
   3. 'External': Utilized for refunds issued by check or through a different payment system that is not integrated with Commerce7.
4. Click the Save Tender button.
   
5. Once saved, you'll see that the Refund tender has been changed to either 'Gift Card', 'Cash' or 'External' (depending on what you chose). 
6. Click the Refund button.
   
7. This refund will now show up in Commerce7's reports.

Exchanging a Migrated Order

It is highly recommended that you take a look at this Exchanging Orders Overview video so that you understand how Exchanges work.

1. Once you have defined your exchange item(s), you will have either a Refund or a Balance due.
   1. If a Refund is due:
      1. Click the Select Tender button.
         
      2. Select Tender - Choose to refund to either 'New Gift Card', 'Cash' or 'External'.
      3. 'New Gift Card': The balance will be added to a Gift Card that can be used for later purchases. Learn about how Gift Cards work here.
      4. 'Cash': The balance is paid directly to the Customer in cash.
      5. 'External': Utilized for refunds issued by check or through a different payment system that is not integrated with Commerce7.
      6. Select the Save Tender button.
         
   2. If a Balance is due:
      
      1. Choose 'Add Credit Card' (or Alternate Tender if Customer is using 'Cash' or 'External').
         
      2. Enter payment details and Save.
         
   3. This refund or payment will now show up in Commerce7's reports.