Welcome to the exciting world of customizing Payment Methods and Refund Methods! Our goal is to help you create a pleasant and smooth experience for customers submitting a refund request. In this article, we'll explore the available payment methods and their handy features, and then dive into the refund methods.
Payment Methods
Let's take a look at the available payment methods that are currently available to be selected:
Cash
Credit Card
Apple Pay
Google Pay
Apple Card
PayRange
Customizable Vendor/Market Cards
Other
Each of these payment features can be customized with the following settings:
Enable or Disable Payment Methods: Choose the right mix of payment methods, enabling or disabling them as needed to create an ideal customer experience.
Pre-Authorization Notices: Turn on or off pre-authorization notices for each payment method to help customers understand how holds work, keeping everyone on the same page.
Follow-Up Delays: When a pre-authorization notice is in place, set up follow-up delays for refund requests to give the customer some time (a pre-determined amount) before finishing their refund request to see if the pre-authorization hold has dropped off.
Refund Type: Choose whether to collect information to reverse the payment to their original form of payment or refund via the selected refund methods (i.e Venmo, PayPal, etc.)
Refund Methods
For Cash and "Other" payment methods, you can offer convenient refund options like:
Venmo
PayPal
Zelle
Cash and Check (ZippyAssist collects postal information for operators to send that out to customers)
Vendor/Market Card (ZippyAssist can collect account information for operators to then deposit money into those accounts)
To set up a Vendor/Market Card (i.e USConnect) select the "VendorCard" option and type the name of the card you wish to display. The number of digits the card has will also be set to ensure the customer is submitting the correct information.
Instead of collecting a card number the Vendor Card can be configured to collect a phone number or email that may be associated with the card.
For all other payment methods, you can either:
Offer refunds using the same methods (Venmo, PayPal, Zelle, cash, check, or vendor card).
Collect form of payment information and process a reversal to the customer's original form of payment, simplifying their transaction experience.
Note: Setting PayRange to reversal will provide the customer with information about how to submit a refund via their PayRange account. No action needs to be taken by an operator at that point.
Refund methods can be individually disabled and enabled as needed.
If you have any questions about configuring your payment methods or refund methods please reach out to support@zippyassist.com and we will be happy to work with you to get everything configured!