Pro tip
Service fees are only applied to refund credits that have been applied to a customer’s account by way of credits to an open invoice.
As a merchant, your customers may ask you how to verify the refund credits that are displayed on their invoices. This article will detail how you can use the system to download an invoice refund credit report within the app.
How to download invoice refund credit reports
Admin user process
- Login to the admin account
- Tap Users on the sidebar
- Select or search for the intended user
- Tap Login As User
- Tap on Reports in the left-side column
- Select Export Data
- Select Refunded Shipments Detail from the drop-down menu
- Tap Download button
This will give you the targeted report as a download. You can view the tracking number, the carrier invoice where credit was applied, the invoice amount, the refund amount, refund type and invoice number for service fees.
Customer process
- Log in using customer credentials
- Go to Reporting Dashboard
- Tap on Export Data
- Select Refunded Shipments Detail from the dropdown
- Tap Download button
This will give you the targeted report as a download. You can view the tracking number, the carrier invoice where credit was applied, the invoice amount, the refund amount, refund type and invoice number for service fees.