Table of contents
In xentral it is possible to cancel a made payment and initiate a refund.
This module is especially relevant for those who offer payment via PayPal.
In order for a refund to be made via Paypal, Paypal must first be connected as an API business account. The following information must be maintained in the business account:
This is valid for the PayPal Plus business account and for normal PayPal. Without this info, the PayPal refund cannot be executed. Instructions on where to create this information can be found here.
Note: If you want to connect the PayPal Plus payment method in xentral for incoming payments in addition to the PayPal Plus business account, another API entry must be generated in the PayPal Plus account. It is important that API_CLIENTID and API_SECRET are not identical in the business account and in the payment method. For the API information, simply generate 2 entries in the PayPal Plus account under Rest API → Create App.
Make a refund
The first step is to load the credit notes under Accounting → Payment transactions.
It is also possible to jump directly from the credit note to the payment transaction. This is possible in the credit note via the action menu. Here, the option "Refund payment" must be selected.
Then the page with payment transactions appears.
Then, under the "Action" area, click on the "Load credit notes" button. Then these appear in the overview and can be selected.
Using batch processing, the Paypal account must then be selected in the dropdown before clicking on the "Assign and release payments" button.
In the next step, the previously selected credits will appear in the Account:Paypal tab
The credit notes for which a repayment is to be made can then be selected here. The payment can be executed via the "Execute payment" button.
Note: Currently, the transaction number of the order must still be stored manually (see next point).
Here, various actions can be performed in the list under the "Menu" column.
- With the pen button the payee, the amount and the currency can be checked and changed. In addition, the transaction number of the order can be stored here.
- Via the "X" the credit note can be cancelled from the Paypal account.
- Via the curved arrow you can jump directly into the credit note.
- Via the PDF symbol the PDF of the credit note is displayed.
Via the minidetail all details of the credit can be viewed.
If the following error message appears, a new Api-Secret and Api-ClientID must be created in the business account.
In case of the following error message please make sure that API_CLIENTID and API_SECRET are only used in the business account and not e.g. also in the payment methods for PayPal Plus (here you need two separate API accounts).