Altru Ideas

Be able to delete/edit refunds for all refunds

I made a mistake when processing a refund.  However, I am unable to delete or edit the refund to the correct amount.  This limitation assumes no room for human error.
  • Jacob Orand
  • Jan 4 2016
  • Reviewed
  • Attach files
  • Trevor Cardenas commented
    June 21, 2023 18:23

    We had someone accidentally partial refund a group sale order with cash, when they meant to select a different refund method (Square POS). It would be nice to edit the refund to change the method like these, where the refund method is only used to keep back office accounting and altru one-to-one.

  • T. Rash commented
    December 15, 2021 21:38

    I refunded to the wrong person. So I had to call that person and tell them what I did and get their number again. Would be nice to have an undo!

  • Mary Sommer commented
    June 09, 2021 12:05

    Mistakes are one reason I can see limiting the multiple refund process to specific staff. Front desk staff will often run a single refund at the desk. But front desk can be busy and loud; not the best place to make decisions. Further or multiple refunds could be referred to an office staff, who is hopefully not as pressured to refund immediately without thinking through the process.

  • Breanne Leach commented
    April 20, 2021 19:02

    I agree. I once accidentally refunded the wrong amount for a partial refund (the amount we keep instead of the amount they were owed) and we were unable to correct it in Altru. This is terrible for Accounting.

  • +10