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Refund to Online Bank Transfer

Introduction


The “Refund to Online Bank Transfer” feature allows merchants to offer shoppers the option to receive refunds directly to their bank accounts or other online payment methods. This guide will walk you through the setup process for sellers and the refund request process for shoppers.


Merchant setup

Activating the Feature


  1. Log into Synctrack Return app
  2. Navigate to the Settings > Return/ Exchange flow > Resolution section.
  3. Locate the “Refund to Online Bank Transfer” option and expand the card to set up


Configuring Payment Methods


  • By default, three payment methods are available: PayPal, Bank Transfer, and Debit Card.
  • You must enable at least one payment method.
  • To enable/disable methods
  • Check/uncheck the boxes next to each payment method.


Configuring Payment Methods

Shopper processes refund resolution


Choosing refund resolution


  1. In the “Refund Resolution” step, select “Refund to Online Bank Transfer”.
  2. If the merchant has enabled multiple payment methods:
    • Shopper will see a dropdown list to choose the preferred method.
  1. If the merchant has enabled only one method:
    • Shopper will only see the option to enter details for that specific method.


Entering Payment Details


Depending on the chosen method, shopper need to provide the following information:


PayPal


  • PayPal email address

Bank Transfer


  • Account Type (Checking or Savings)
  • Account Holder Name
  • Bank Name
  • Routing Number
  • Account Number
  • Bank Address


Debit Card


  • Card Number
  • Expiration Date

Review and Confirm


On the summary page, review all entered information.


Review and Confirm

Merchant reviews request


Merchant views the resolution on Management tab


Management tab


Merchant views the payment details of shopper in return request’s details


Return request’s details


After approving the request, merchant click to refund and mark as refunded


Refund and mark as refunded


Updated on: 01/06/2025

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