Stripe Payment Processor - Refunds

The administrators can initiate refunds directly using the CSX Extended Enterprise module for payment transactions that were executed via the Stripe Payment gateway. This process does not require manual login to the Stripe account by the administrator. Refunds can be initiated by the user from the CSX user’s Transcript page itself if allowed by the Learning Object (LO) settings. For more information, See Stripe Payment Gateway - Define Payment Account.

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Refund Training Grants ability to issue a refund for a training item while removing it from the user's transcript. This is an administrator permission. eCommerce - Administration
Remove Training Grants ability to remove training from other users' transcripts (training records) when viewing their transcript. This permission can be constrained by OU, User's OU, User's Corporation, User Self and Subordinates, User's Self, User's Direct Subordinates, and User. This is an administrator permission. Learning - Administration
Transaction Manager - Manage Grants ability to access the Manage Transaction page and also create and edit transactions. On the Order History Details page, the administrator can edit the order status, adjust prices, issue refunds, or enter comments. This permission can be constrained by User's OU. This is an administrator permission. eCommerce - Administration
Transaction Manager - View Grants ability to view the Manage Transaction page where the administrator can review the transactions that meet their permission constraints. This permission can be constrained by User's OU. This is an administrator permission. eCommerce - Administration

Refunds can be initiated by any user authorized to do so such as administrators, user’s managers, etc. using the Manage Transactions page. To initiate a refund, follow these steps.

  1. Go to Admin > Tools > Learning > E-Commerce > Manage Transactions. Find a transaction and click Options.
  2. In the Order History Details Page, click the Options icon under the Details section.
  3. In the Pricing Test, enter the refund amount beside the Amount option. Make sure to select Refund from the Amount drop-down.
  4. Type a note in the Notes section if required and click Submit to initiate the refund.
  5. View refund details under the Order History section on the Order History Details Page. You can also check the order status in your Stripe account.