Ability to link multiple Refunds to a single Transaction (edited)

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Jds
Jds Member ✭✭
edited May 2024 in Feature Requests

Currently, you can only set up one refund per purchase transaction. Also currently, when marking a refund as received you can only select one refund to apply to the purchase transaction.

Often times, a single transaction is partially refunded more than once, especially with Walmart+, Amazon, and retail stores, where you purchase many items in a single order and may return items separately, or in the case of Walmart+, get a credit for items not delivered, and then get a credit for a return, each of which are credited separately. See screenshot.

I propose one of two solutions:

  1. Create the ability to set up multiple refunds for tracking on a single transaction; or
  2. Create the ability to select multiple refunds when marking as received.
image.png
7 votes

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Comments

  • agree on the need for this! Also would like to be able to link to a split transaction.

  • cloudquick
    cloudquick Member ✭✭✭

    Agree this is needed. I would argue that the ability to select multiple refunds when marking as received is the preferred option because for orders from somewhere like Amazon, where there are multiple items being returned, it's not always clear when they are going to do this as individual items or a whole, or indeed grouped in odd ways.

  • Dick_Davis
    Dick_Davis Member ✭✭✭

    Great feature reqeust as before being coming a Simplifi user, I returned two items from a 10 item purchase at Costco. Right now, can only show the full return and upload an image to have a reference of what was returned to Costco.

    Dick Davis

    New Simplifi User and Learning