I keep having to do returns on web orders, what do I do?

October 01, 2024October 01, 2024

The best way to drastically reduce refunds on web orders is to change your Checkout Method from Sale to Authorization. The Authorization method of checking out does not charge the customer's card right away, it just pre-authorizes the funds and sends you the order, giving you a chance to review everything.

In the Orders module, if you open the transaction, you will have the ability to reduce the amount being charged for shipping and adjust quantities of items in the order, if you need. When the order is ready to go, you can click the Update button in the Payment Details area you can click a button to Capture Funds. You cannot set the shipping or quantities to charge a larger amount than was authorized originally on the card.

You can change your Checkout Method by logging into Rain POS as an Administrator. On the far right side of the blue Admin Toolbar, go to Settings > Website Settings > Products and find Checkout Method in the list. Change it to Authorization, then scroll to the bottom of the screen and click Save. Then either call Support (at 385-404-6200, option 2) or email us at support@rainpos.com and let us know you would like to use the Authorization method of checkout for the website, and we will complete your configuration for that on our end in your Processor settings.