How Do I Handle Refunds and Payment Method Updates in Arketa?
Managing refunds and payment methods in Arketa involves understanding how refunds are processed, handling canceled or deleted cards, and updating payment methods for future transactions. Below is a comprehensive guide to address these scenarios.
Refund Processing
Refunds in Arketa are processed back to the original payment method used for the transaction. This applies even if the original payment card has been canceled or deleted from the customer’s account:
Canceled Cards: Refunds are routed by the payment processor and the customer’s bank to the appropriate account, typically the replacement card or another account associated with the canceled card.
Deleted Cards: Refunds can still be processed to the original payment method, even if the card is no longer saved on the customer’s account.
Important Note on Refunds
Once a refund is initiated in Arketa, it cannot be canceled or reversed. If a refund is started by mistake, inform the client that the funds will return to their card on file.
Updating and Charging Payment Methods
If a client needs to update their payment method or you need to charge a membership to a new card after refunding the original charge, follow these steps:
Method A: Update the Client’s Saved Payment Method
Navigate to Customers > Clients.
Open the client’s profile.
Select Update payment method.
Choose the new card and click Update.
Method B: Charge Immediately via Point of Sale (POS)
Open Point of Sale.
Select the client.
During payment processing, choose the new card.
Complete the transaction.
Adding a New Card
If the new card isn’t on file, add it first:
Go to Customers > Clients and open the client’s profile.
Navigate to Payment cards.
Click + to add a new card.
Enter the new card details and save.
Summary
Arketa ensures refunds are processed to the original payment method, even if the card is canceled or deleted. Refunds cannot be reversed once initiated. For updating payment methods or charging new cards, you can either update the client’s saved payment method or process the payment immediately via POS. These steps ensure seamless payment management for both clients and businesses.
Related Topics
Managing Client Profiles
Troubleshooting Payment Failures
Setting Up Point of Sale (POS)