Refund Management
- Refund Request Handling
- View all refund requests submitted for bookings and orders
- Access refund requests from a centralized admin/business workflow
- Review refund details including customer, order/booking reference, amount, payment method, and reason
- Separate refund requests by pending, approved, completed, or rejected states
- Maintain visibility into all active refund cases
- Refund Review & Decision Making
- Approve refund requests after validation
- Reject refund requests when they do not meet business rules
- Review refund reasons before taking action
- Check whether the request is linked to a cancelled booking, cancelled order, or eligible transaction
- Support controlled refund decision-making through a structured approval workflow
- Cash & Points Refund Processing
- Handle refunds in cash where the original transaction was monetary
- Handle refunds in loyalty points where the original payment or refund method uses points
- Support mixed refund scenarios depending on order/payment structure
- Ensure refund type aligns with the original payment or configured refund method
- Reflect both financial and loyalty-based reimbursements within the same module
- Refund Amount Validation
- Validate requested refund amounts before approval
- Ensure refund amount does not exceed paid amount
- Consider previously refunded or pending-refund values before processing
- Reduce risk of over-refunding through controlled amount checks
- Maintain consistency between payment history and refund actions
- Refund Status Tracking
- Track refund progress from request to final resolution
- View pending refunds awaiting action
- View completed refunds that have already been processed
- View rejected or cancelled refund cases
- Maintain clear refund visibility for both operational and financial follow-up
- Refund History & Auditability
- Keep a record of refund actions taken
- Maintain history of approved, rejected, and completed refunds
- Link refund activity to bookings, orders, and customer profiles
- Support administrative visibility for reconciliation and reporting
- Provide a traceable workflow for financial accountability
- Integration with Orders & Bookings
- Connect refund requests to bookings and orders
- Handle appointment refund requests
- Handle order-level refund requests
- Reflect refund activity in order status, booking status, and transaction history
- Support end-to-end refund handling within the broader sales and operations flow
- Operational Control
- Manage refund workflows from a central module
- Improve customer issue resolution with structured handling
- Support both service-related and product-related refund cases
- Reduce manual refund tracking through organized status-based workflows
- Provide a scalable framework for refund operations across cash and loyalty systems