Credit an Acknowledged Invoice

Following an online order, the customer returned the item to Cloud Kicks. Mary must refund the customer for this order. We'll show you how it's possible to make the refund from within Frisbii, without any intervention on the Frisbii Pay platform.

Lightning Page configuration

Important : the refund will be applied to the Frisbii Pay payment method used for the order.

Here is the procedure to follow to create a credit note with a Frisbii Pay payment method:

1. From a Payment record, Cloud Kicks administrator Linda clicks on "Edit page", and drags the "Flow" component to the top of the page:

2. Select the "ConfirmPsPRefundFromCreditNote" flow.

3. Check the "Pass record ID into this variable" box.

4. Then Linda adds 2 filters:

Filter 1: Make the flow visible only for Credit Invoices:

Filter 2: Display the flow when changing the payment method :

Use cases

Mary needs to refund a customer for an item.
She finds the Account in Salesforce and her invoice issued at the beginning of the month.
Here's the procedure she follows to be able to credit her order and automatically reimburse the item by crediting the amount back to the credit card used for the online order.

1. From an issued invoice, Mary creates a Frisbii credit note

2. Makes a full refund and creates the credit note invoice

3. A Payment record is automatically associated with the Credit Note invoice.

4. Mary opens the Payment. The default payment method is "Bank transfer". Mary changes the payment method to "Frisbii Pay One-Shot".

5. The screen flow appears and Mary confirms the refund by clicking on the "on/off" and "Confirm" buttons:

And that's it, the refund is effective, the sum will be credited back to the customer's bank.

For your information, from the Frisbii Pay platform, the transaction is "Refunded".