Refunds can be processed within the learner transaction log found on the learner profile. Refunds can be processed on both individual items and entire transaction. For individual items, partial refunds are supported.
Viewing the Learner Transaction Log
The learner transaction log serves to provide an overview of a given learners transactions, with critical information for assessing refunds, as well as a CSV download for accounting and back-of-house finance purposes. Each record on the Transaction Log has three sections:
Transaction Details
- Learner email
- Payment gateway transaction ID
- Stripe
- Date of transaction
- Total value of transaction
Item Breakdown
- Name of item purchased
- Non-Adjusted Unit Price
- Unit price x quantity, adjusted for coupons, non adjusted for partial refunds
- Net Extended Price
- Non-Adjusted Unit Price, adjusted for partial refunds
- Quantity
Transaction Journal Entries
Modifications that have been applied to the transaction post-completion such as refunds.
- Date of action
- Stripe
- Action amount
Downloading the Transaction Log
The transaction log CSV download features all data included in the Transaction Log as well as:
amountRefunded |
Total amount of refund processed |
createdAt |
Date the journal entry was created in Foxy |
currencySymbol |
Symbol of the currency transacted |
customer |
Unique TI ID of user who condected transaction |
customerEmail |
Email of user who conducted transaction |
customerFirstName |
First name of user who conducted transaction |
customerLastName |
Last name of user who conducted transaction |
id |
Foxy transaction ID |
item.amount |
Total amount of item transacted |
item.currencySymbol |
Currency symbol of item |
item.description |
Title of item transacted (defined in TI) |
item.discountAmount |
Amount discounted via TI coupons |
item.discountCode |
Name of TI coupon applied in transaction |
item.discountType |
Type of coupon discount applied (% or specific amount) |
item.id |
Unique ID for the item record in the transaction |
item.initialExtendedPrice |
Price of individual item after tax and shipping |
item.initialPricePer |
Price of individual item before tax and shipping |
item.initialTaxAmount |
Tax charged for the individual item |
item.productTaxCode |
Tax code applied to the item in the transaction |
item.quantity |
Number of items purchased in the transaction |
item.refunded |
Full vs partial refund of the item |
item.sku |
SKU of the item in the transaction |
item.slug |
Slug of the item in the transaction |
item.taxAmount |
Amount charged as tax on the item |
item.taxRate |
Rate of tax charged |
journalEntry.amount |
Total amount of order charge or item credit |
journalEntry.createdAt |
Date of the charge or item credit |
journalEntry.currencySymbol |
Currency associated with the charge or item credit |
journalEntry.id |
ID of the charge or item credit |
journalEntry.refundedItemId |
ID of the item refunded |
journalEntry.stripeId |
ID of the charge or item credit in Stripe |
journalEntry.transactionType |
Type of transaction (Order charge, item credit) |
net |
Net amount of transaction |
orderId |
ID of the order |
stripeId |
ID of the order in Stripe |
totalTax |
Total tax charged across all items in transaction |
Processing Refunds
To process a refund, you'll go to the individual learner's profile.
- Go to Users > Learners.
- Click on a learner name to access the profile.
- Go to the Transaction tab.
- Refunds are possible at both the transaction and item level by clicking the refund button at each respective level.
- Refunds take 5 – 10 days to appear on a learner’s statement.
Tip
Issuing a refund does not revoke access. If the learner's access should also be revoked, click the Access tab in the profile and update their access accordingly.
Transaction Level Refunds
Transaction level refunds apply for the entire value of the transaction.
Item Level Refunds
- Item level refunds apply to all quantities of a single item within a transaction.
- Item level refunds can apply to the entirety of the item * quantity, or a specific amount within the bounds of that item level value.
- The amount cannot exceed the current value of that item (original transaction value - all prior partial refunds).
Note
For a item to be refundable, please allow 24 hours from the time of transaction.