BigCommerce

before testing before launching refundid, you can try making a test transaction to go through the refund process and get the hang of how to spot when a refund has been initiated through refundid this way, you can feel confident and comfortable using the platform once it's officially launched testing steps head to your dedicated landing page to start your return this can be done on either your test or live environment if you test on your live environment, real funds will be transferred to you so it's important you provide the correct bank details navigate back to your bigcommerce store and create a test order ensure the order is assigned to a customer with the same email address as the one used by your refundid test account ensure you ship the order, or else refundid will not allow the refund to be processed the ship requirement can be turned off however by default, it is on navigate back to the staging environment, and enter the order number associated with your test order created in the previous steps progress through the refundid process once you’ve reached the final page titled “ you’ve been refundid! ”, navigate back to the bigcommerce orders tab and you will see a staff note added to the test order to access your refund information in the merchant dashboard, simply log in to your merchant portal and navigate to the dashboard section once there, you will be able to view any refunds that have been lodged and take the necessary steps to process them processing your refund steps once you receive the return at your store or warehouse locate the order number on your bigcommerce orders dashboard (easiest to use the search bar at the top) check to see if the order has a staff note reading “this order has been refunded by refundid” attached to it please ensure you look for these notes before you process any returns! this will help prevent any double refunds from occurring if you need any help locating this note or tag, please contact refundid if the above note appears on the order, head to the refundid app open the refundid app and locate the order on the refundid dashboard (you can do this by locating the order number or customer email) once you have assessed the item's condition, reviewed the return reason, and followed your regular return procedure, you can click the ' process ' button to either accept or reject the returned order prior to clicking the process button, if you click on the row itself, a slideout will appear with all the respective return information so you can make sure the lodgement matches what's being processed when you do click process , a pop up window will appear, giving you options to select an approval or rejection reason, view the refund breakdown, and restock the item if necessary to learn more about the different approve and reject reasons, head to the merchant portal section of your documentation