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Payment Refund

Accounting Support

Refund or chargeback?

Some use cases require merchants or service providers to return money to their customers. Depending on who initiates the return and why, this operation is either a refund or a chargeback.

  • Refund: Suppliers refund a received payment – partially or completely – usually as the result of an invoice correction involving cancellations or credits.
  • Chargeback: In the course of a dispute, for example, a customer may reject a debit from their bank account that is based on a direct debit, which produces a chargeback on the supplier's bank account.

Using the payment page shipped with the JustOn Self-Service Extension, businesses can provide their customers the option to directly pay their invoices. To this end, the JustOn Self-Service Extension can integrate with payment service providers.

Depending on your payment service provider integration, you can use JustOn's balance management functionality to directly refund a payment made via the payment page of the JustOn Self-Service Extension.

Info

The Stripe integration supports the payment refund via the Stripe Dashboard as well as using the Refund button on the Balance detail page.

The Mollie integration supports the payment refund via the Mollie Dashboard.

Refunding a payment balance directly returns the specified amount to the customer. In JustOn, this operation creates a balance record of the type Refund for the account.

Credit and Refund Workflows

The following sections illustrate likely business use cases that combine credit creation with payment refunds. The examples outline the involved steps and show their key results.

Refunding a payment without creating a credit

(1) Finalize invoice

(2) Register payment

(3) Refund payment

refund_uc1
Refunding a registered payment

For additional examples of complete or partial refunds, see Refund Handling Examples.

Refunding a payment with a credit issued before payment receipt

(1) Finalize invoice

(2) Create (partial) credit

(3) Register payment

(4) Refund payment

refund_uc1a
Refunding a registered payment for a partially cleared (reduced) invoice amount

Refunding a payment with a credit issued after payment receipt

(1) Finalize invoice

(2) Register payment

(3) Create (partial) credit

(4) Refund credited amount

(5) Finalize credit

(6) Manually settle open credit with refund balance

refund_uc2
Refunding a registered payment after creating a (partial) credit

Refunding a payment with a credit issued after refund

(1) Finalize invoice

(2) Register payment

(3) (Partially) refund payment

(4) Create (partial) credit

(5) Finalize credit

  • Individually from the detail view: Requires manual settlement with the refund balance using the function Register Payment
  • Via batch process from the list view: JustOn automatically assigns the refund balance upon finalization

refund_uc3
Refunding a registered payment before creating a (partial) credit

Refund Handling Examples

The following section summarizes some examples for the successful refund handling, illustrating its behavior.

Completely refund a single payment

Payment balances

Amount Selected for Refund
-100,00

Resulting refund and payment balances

Type Amount Locked
Payment -100,00
Refund 100,00
Partially refund a single payment

Payment balances

Amount Selected for Refund
-100,00

Resulting refund and payment balances after refunding the amount of 25,00:

Type Amount Locked
Payment -75,00
Payment -25,00
Refund 25,00
Completely refund a split payment

Payment balances

Amount Selected for Refund
-75,00
-25,00

Resulting refund and payment balances after refunding the amount of 25,00;

Type Amount Locked
Payment -75,00
Payment -25,00
Refund 25,00
Partially refund a split payment

Payment balances

Amount Selected for Refund
-75,00
-25,00

Resulting refund and payment balances after refunding the amount of 40,00;

Type Amount Locked
Payment -60,00
Payment -15,00
Payment -25,00
Refund 25,00
Refund 15,00
Refund amount is larger than original payment amount

Payment balances

Amount Selected for Refund
-75,00

Resulting refund and payment balances after refunding the amount of 100,00;

Type Amount Locked
Payment -75,00
Payment -25,00
Refund 75,00
Refund 25,00

Implementation Details
Mollie Refund Handling
Stripe Refund Handling
Enabling Payment Refund
Refunding Payment