To ensure accurate refunds, the process consists of two steps, corresponding to 2 functions in the Refund of performance batch:

Step 1 - Cancellation: The execution of this function will cancel the sales orders and create a refund order. If the order contains several sessions/matches, the batch will selectively process the transaction for the cancelled sessions and only refund those operations. The batch also supports the reimbursement of sessions/matches sold within a package, subscription or season ticket. Payment of the refund order is created with a new payment method "Refund Requested".

Note: If you would like to refund simple charges (ex: Taxes setup as fees for US institution using multi-currency) please make sure to add the Custom parameter "refundCharges=true" on the General tab of the Batch Configuration screen.

Current restrictions

The function doesn't refund the overheads including payment overheads and shipment fees, even if the order doesn't contain any other item.

Step 2 - Dispatch refund: Once tickets are refunded through the "Refund Requested" refund method, the second batch function enables you effectively refund your customers, whether to the credit card they used to purchase the tickets when possible or to their credit account in other cases.

Check if the interface to your PSP supports the refund

For now, the automatic refund to the credit card is a feature only available to customers using one of the following Payment Service Providers (PSPs):

Adyen
Ogone
Datatrans (new interface only)
Anderson & Zaks
Saferpay
Cybersource

If you use another PSP, please check with our support team if you want a fully automated process.

Need to preserve your cashflow?

Beware that the automatic refund process will always attempt to refund the money to the credit card originally used for payment (if any), if you use one of the PSPs listed above. If you want to keep the money on the credit note account of the use, see at the end of this page for instructions and make sure that the "Dispatch refund" batch is not scheduled to run automatically.

Step 1: Ticket cancellation

Mass cancellation for a performance or a match

Mass cancellation is performed by the batch dedicated to the mass refund of performances or matches. The function Cancel single entries for a product allows to cancel products belonging to other product families (timeslot and visit passes, services, open products, vouchers, donations and memberships) and works in a similar way.

Cancellation is performed by running the "Cancel tickets of a performance/match" function. You may decide to restrict certain cancellation to certain contingents and/or certain seat categories. All refunds are made with the special "Refund Requested" refund method, except payments not yet made to waiting accounts that are directly refunded to the waiting account.

Field name	Description
Batch Size	The batch size defines the number of folders that will be taken into account during execution.
Filters
Organisation	Organisation filter to reduce the search filter on the Season.
Season	Season filter to reduce the search filter on the Activity.
Activity	Activity filter to select events, event, visits...
Event/Competition to be reimbursed	Competition or event for which the match or session is to be reimbursed.
Performance(s)/Match(es) to refund	One or more matches/sessions to be reimbursed. Only matches/sessions of a competition/event can be selected.
Contingent	This filter makes it possible to repay the sales of a specific contingent. If no contingent is selected, then all contingents will be taken into account.
Seat categories	Allows you to choose to repay operations of a specific seat category. If no seat category is selected, then all categories will be taken into account.
Tariffs	Allows you to choose to refund operations of a specific tariff. If no tariff is selected, then all tariffs will be taken into account.
Sales channels	Allows you to choose to refund operations of a specific sales channel. If no sales channel is selected, then all sales channels will be taken into account.
Payment methods	Allows you to choose to refund operations of a specific payment method. If no payment method is selected and the Exclude radio-button has been checked, then all payment method will be taken into account.
Excluded file IDs	File Number(s) to be excluded from the cancellation process. Max 400 file numbers, separated by commas.
File numbers	File Number(s) that must be handled by the batch. Max 400 file numbers, separated by commas.
Contact numbers	The contacts that must be excluded by the batch (not impacted by the batch). Max. 400 contacts numbers, separated by commas.
Tickets to process	Allows you to choose to target any tickets or any tickets on resale. If "Any tickets open for resale" selected, you can pick if you want to cancel all tickets on resale (Both) or Retained (formely Private) tickets or Released (formerly Public) tickets
Refund Configuration
Sales Channel	The sales channel on which the refund order will be created.
Point of Sale	The point of sale on which the refund order will be created.
Reason for Refund	A field to choose a cause for the refund.
Refund type	A field to choose the type of refund.

Step 2: Dispatch of refunds

Refunds are effectively processed using the "Dispatch payments to refund" function of the batch cancellation of a seat/match, whether the refund is unit-based from the ticket window or performed in mass using the batch process. This process is intended to be run regularly to process pending refunds that have been created in a certain period.

Note that you have the possibility to modify files before running this batch, to avoid that some files are processed in this automatic process. See at the bottom of the page for additional instructions.

Importantly, note that the system will always process first a refund to credit card. "Put money in credit note" will only impact the behaviour of the system in case of payment failure.

Field name	Description
Batch Size	Number of payments "refund in Progress" which will be reimbursed by the batch.
Cancellation date from	The Date of departure from which the "refund in Progress" must be taken into account.
Cancellation date to	The end Date up to which the "refund in Progress" created must be taken into account.
Sales Channel	The sales chain is important here because it provides the payment Service Provider which will be used for the refund on credit balance.
Point of Sales	The point of sale to be used for the creation of the payment and identifying the physical item to which the payment will be attached.
Put money in credit note	This check box is used to decode on how the refund will be processed: Never: the batch will keep refunds in progress in case a refund to the credit card is not possible or fails When refund to credit card is not possible: the batch will credit the customer account only if a credit card refund is not possible or has failed Always (new): the batch will always put the money on the customer credit account - this is to option to check in order to avoid any refunds and keep the money by default as credit, if you need to preserve your cashflow. When put on a credit account, it is the original payer contact who will be credit the corresponding amount.
Credit note payment method to use	This function tells the batch which credit note payment method to use when transferring money to the balance of credit account. If no value is selected, the batch will use the first payment method of the credit note type of the point of sale on which the refund is to be made.
Run batch in simulation mode	This mode allows to make a simulation of refunds, without the batch actually executing them, and therefore without making the actual refunds. This allows the batch to be validated before making the actual refunds.
Document template for e-mail notification	This field allows you to select the document template that will be used in sending the notification email in case of a successful refund.
File ID	This field allows you to enter File numbers, separated by commas. If such numbers are provided, only the payments of these files will be refunded.

Warning: If you get an error indicating that the EPC URL is not defined, you must verify that you have informed a payment service provider at the level of the sector used for the refund (Institution > initialization > Sales Channels).

The correct processing of refunds requires the application of a strict procedure. Once the refund is processed by the payment service provider, it is generally not possible to cancel it. Accordingly, the refund procedure must be followed scrupulously.

Need to preserve your cashflow?

If you want to keep the money on the credit note account of the use, then don't forget to use the option "Always" for the parameter "Put on credit note". This new option, available since Allalin V1.14, helps you ensure that no refunds will be made to credit cards directly.

Please also double check that the dispatch batch is not schedule to run automatically with a different value than "Always" for "Put on credit note", as a safety net to avoid unexpected refunds.

Do you use the SecuTix 360 resale platform? The following procedure can process in the same way a refund to your customers who resold their tickets!

The procedure to be followed involves the following three steps:

Verification of the amounts to be refunded: Before performing the actual refund, an operator must perform the batch refund in simulation mode by choosing the date range of refunds to be considered, such as last week or last month. The simulation mode produces an execution log detailing the refunds to be made and the number and total amount of refunds. This information enables the operator to validate the amounts before making the actual refund.
Processing credit card refunds: Once the refunds are validated, the operator can run another with the same set of parameters as above (in particular, the range of dates). Just deactivate the simulation mode and choose "Never" for the "Put on credit note option" to credit the cases of errors to the credit account. At this stage, refunds that can be processed by credit card are sent to the payment service provider. The execution log identifies successful and failed payments. When payment is made, you can send an e-mail to the customer to confirm that a refund has been made to his/her credit card.
Should transaction fail, you can either attempt the refund again later by repeating this same step or go to the next step to transfer the remaining refunds to the credit account.
Note that this step can be skipped if you don't want to credit back the money on the original credit card automatically.

Refund is transaction based : it is the original purchase order that will be refunded.
If holder's card has expired after the purchase and before the refund, there will be no problem to refund him.
However, if the card has been cancelled (stolen, lost...) the refund could not be done : system will follow then the rules setup in the batch either to log an error or to refund on credit note. (see : below)
Credit in the credit account of outstanding refunds: Lastly, the operator can run another once again with the same parameters, but by choosing "When refund to credit card is not possible" for the "Put to credit note" option this time credit to the customer. As with the previous step, you can send an e-mail to the customer notifying that the refund is available on its credit balance. In case you decided to skip step 2 and want to always refund to the credit note, then choose "Always" for the "Put to credit note" parameter instead.
Bests practices to run a batch :
- If a simulation mode is available, use it first to do a test and be sure of what the batch is going to do
- If no simulation mode is available, set the "Batch size" to 1, in order to do a test on 1 element and verify that all's good.

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