Payment Reversals - Revision history

Lawrence: /* What are Payment Reversals? */

2024-05-17T16:56:00Z

‎What are Payment Reversals?

SarahK: /* What are Payment Reversals? */

2023-12-06T20:45:58Z

‎What are Payment Reversals?

PeterM: /* Supported Gateways */

2022-03-10T15:02:28Z

‎Supported Gateways

SarahK: /* What are Payment Reversals? */

2022-01-27T17:50:53Z

‎What are Payment Reversals?

SarahK: /* Making a Manual Payment Reversal */

2022-01-27T17:50:39Z

‎Making a Manual Payment Reversal

SarahK at 17:49, 27 January 2022

2022-01-27T17:49:31Z

SarahK at 17:28, 13 September 2021

2021-09-13T17:28:53Z

SarahK at 20:17, 4 August 2020

2020-08-04T20:17:53Z

Lawrence: /* What does it do? */

2020-04-21T12:13:43Z

‎What does it do?

NickH: /* What does it do? */

2019-01-14T17:49:48Z

‎What does it do?

@@ Line 9: / Line 9: @@
 <div class="docs-alert-info">
-* WHMCS 8.3 and higher includes support for disputes for Stripe and some PayPal® transactions at '''Billing > [[Disputes]]'''.
+* WHMCS 8.3 and higher includes support for disputes for [[Stripe]] (credit card only) and some [[PayPal]]® transactions at '''Billing > [[Disputes]]'''.
 * For more information on working with disputes in WHMCS 8.2 and earlier, see [[Transactions]].
 </div>

@@ Line 5: / Line 5: @@
 ==What are Payment Reversals?==
-−
 Payment reversals return the payment for a transaction to the buyer. This typically happens after a chargeback or having lost a [[Disputes|dispute]] with a customer (for example, a lost PayPal claim). In this situation, it is common to reverse the actions that the transaction triggered when it was originally received. The Payment Reversals feature in WHMCS automates this for you.
-−
 <div class="docs-alert-info">
-* WHMCS 8.3 and higher includes support for disputes for Stripe and PayPal® transactions at '''Billing > [[Disputes]]'''.
+* WHMCS 8.3 and higher includes support for disputes for Stripe and some PayPal® transactions at '''Billing > [[Disputes]]'''.
 * For more information on working with disputes in WHMCS 8.2 and earlier, see [[Transactions]].
 </div>

@@ Line 18: / Line 18: @@
 * [[GoCardless]]
-* [[PayPal]]®
+* [[PayPal Basic]]®
 * [[SlimPay]]
 * [[Skrill]]

@@ Line 9: / Line 9: @@
 <div class="docs-alert-info">
 * WHMCS 8.3 and higher includes support for disputes for Stripe and PayPal® transactions at '''Billing > [[Disputes]]'''.
 * For more information on working with disputes in WHMCS 8.2 and earlier, see [[Transactions]].

@@ Line 50: / Line 50: @@
 In WHMCS 8.3 and higher, when you perform a manual refund on an applicable transaction, you may also reverse any affiliate commissions. For more information, see [[Invoicing]] and [[Affiliates]].
 </div>
-−
 ==Reversal Actions for Given Items==

@@ Line 10: / Line 10: @@
 <div class="docs-alert-info">
 <i class="fa fa-question-circle"></i>
-WHMCS 8.3 and higher includes support for disputes for Stripe and PayPal® transactions at '''Billing > [[Disputes]]'''.
+* WHMCS 8.3 and higher includes support for disputes for Stripe and PayPal® transactions at '''Billing > [[Disputes]]'''.
 </div>
 === Supported Gateways ===
@@ Line 22: / Line 22: @@
 * [[SlimPay]]
 * [[Skrill]]
 === Reversal Actions ===
@@ Line 30: / Line 29: @@
 * '''Change Invoice Status''' — This action sets the invoice to the '''Collections''' status. This status can help you track invoices that have a problematic payment history (for example, invoices that have received chargebacks, [[disputes]], sold or unpaid debts, or other lost business).
 * '''Change Due Dates''' — This action reverts '''Next Due Date''' increments for the products and services in an invoice. This marks the item as due or, in cases where the date is in the past, overdue, which will trigger an automated suspension until repayment.
 == Enabling Automated Payment Reversals ==
@@ Line 37: / Line 35: @@
 Make certain that you check both '''Change Invoice Status''' and '''Change Due Dates'''.
 ==Email Notifications==
 When a payment reversal notification is received, WHMCS will send an email notification to all admins whose role group receives '''Account Emails'''. For more information, see [[Administrators_and_Permissions#Managing_Administrator_Roles|Managing Administrator Roles]].
 ==Making a Manual Payment Reversal==
@@ Line 55: / Line 51: @@
 </div>
 ==Reversal Actions for Given Items==

@@ Line 1: / Line 1: @@
-<div class="docs-alert-info"><i class="fa fa-question-circle"></i> This page describes a feature available in version 7.2 and above</div>
+<div class="docs-alert-info">
 ==What are Payment Reversals?==
-In this situation, it is common to want to reverse the actions that a transaction triggered when it was originally received. This is what the Payment Reversals feature in WHMCS can automate for you.
+Payment reversals return the payment for a transaction to the buyer. This typically happens after a chargeback or having lost a [[Disputes|dispute]] with a customer (for example, a lost PayPal claim). In this situation, it is common to reverse the actions that the transaction triggered when it was originally received. The Payment Reversals feature in WHMCS automates this for you.
-==What does it do?==
+<div class="docs-alert-info">
-For supported gateways, WHMCS can automatically reverse a payment when a notification is received from a payment gateway about a reversal:
 * [[GoCardless]]
-* [[PayPal]]
+* [[PayPal]]®
 * [[SlimPay]]
 * [[Skrill]]
-* '''Change Invoice Status''' - Set Invoice to Collections Status.  The collections status for invoices in WHMCS is used to denote an invoice which is a bad debt and can be used to track invoices which have received chargebacks or been reversed as a result of a lost dispute.
+=== Reversal Actions ===
-==Enabling Automated Payment Reversals==
+Reversals can include the following actions:
 ==Email Notifications==
-When a payment reversal notification is received, WHMCS will send an email notification to all admin users with a role group that is set to receive "Account Emails".  See [[Administrators_and_Permissions#Managing_Administrator_Roles|Managing Administrator Roles]] for more information.
+When a payment reversal notification is received, WHMCS will send an email notification to all admins whose role group receives '''Account Emails'''. For more information, see [[Administrators_and_Permissions#Managing_Administrator_Roles|Managing Administrator Roles]].
 ==Making a Manual Payment Reversal==
@@ Line 32: / Line 48: @@
 [[File:payment_reversal.png|750px]]
-A manual payment reversal can be performed when adding a refund to an invoice.
+A manual payment reversal can be performed when adding a refund to an invoice. To do this, check '''Reverse Payment''' when making the refund. The invoice status and next due dates will be reversed as appropriate.
-Simply check the '''Reverse Payment''' when making the refund and the invoice status and next due dates will be reversed as appropriate.
+<div class="docs-alert-info">
 ==Reversal Actions for Given Items==
-The reversal actions performed can vary depending upon the products/services contained with an invoice as follows.
+Reversal actions can vary depending on the products and services for an invoice:
-;Hosting & Hosting Addons Invoice
+;Hosting and Hosting Addons Invoice
-: Any hosting and hosting addons that are part of the invoice for the reversed transaction will have their next due dates automatically reverted.
+: Any hosting and hosting addons that are part of the invoice for the reversed transaction will have their next due dates automatically reverted. If the payment reversal occurs as part of the cron tasks, automatic suspension, if enabled, will occur next. If the reversal is standalone, any potential suspension will run with the next scheduled automatic suspension.
 ;Domain Items
-:Domain items will need to be manually managed. There is no automatic action taken with domains when a Payment Reversal occurs.
+:You must manage domain items manually. Payment reversals do not trigger any automatic actions for domains.
 ;Upgrade Invoice
-:The service associated with the upgrade will be immediately suspended.
+:WHMCS will immediately suspend any services associated with the upgrade.
 ;Add Funds Invoice
-:The credit applied to the client account will be immediately removed. This could leave a client with a negative credit balance.
+:WHMCS will immediately remove the credit from the client account. This could result in a negative credit balance.
 ;Mass Payment Invoice
-:Each invoice that has been paid will have a reversed transaction applied to it and the invoice will be set to Collections.
+:A reversed transaction will apply to each paid invoice and those invoices will go to the '''Collections''' status.
-;ProRated Hosting & Hosting Addons
+;Prorated Hosting and Hosting Addons
 :The next due date of the items on the invoice will be set to the previous due date.
-:If the payment reversal occurs as part of the cron, automatic suspend, if enabled, may occur next.
+:If the payment reversal occurs as part of the cron tasks and automatic suspensions are enabled, suspension may occur.
 :If the reversal is standalone, any potential suspend will run when the automatic suspension tasks is next scheduled.
 ;Custom Items
-:Nothing can occur with custom invoice items. There is no relationship in WHMCS that can be utilised.
+:Nothing can occur with custom invoice items. There is no relationship to use in WHMCS.

@@ Line 16: / Line 16: @@
 Supported reversal actions include:
-* '''Change Invoice Status''' - Set Invoice to Collections Status.  The collections status for invoices in WHMCS is used to denote an invoice which is a bad debt and can be used to track invoices which have received payment disputes or chargebacks.
+* '''Change Invoice Status''' - Set Invoice to Collections Status.  The collections status for invoices in WHMCS is used to denote an invoice which is a bad debt and can be used to track invoices which have received chargebacks or been reversed as a result of a lost dispute.
 * '''Change Due Dates''' - Reverts Next Due Date Increments for the products and services contained within an invoice. This has the effect of making the item be considered due again, and in cases where the date is in the past, overdue, which will trigger an automated suspension until repayment is made.