Summary
Use this article to issue a full or partial refund for a customer order in the Zopa In Person portal. You can refund the total order amount or enter a specific amount for a partial refund.
After submitting the refund, you can check the refund status from your In Progress orders.
When to use this article
Use this article when you need to:
- Refund a customer’s finance agreement
- Issue a full refund for the total order amount
- Issue a partial refund for part of the order amount
- Check whether a refund has been submitted
Before you start
Make sure you have:
- Access to the Zopa In Person portal
- The correct customer order details
- The refund amount, if you’re issuing a partial refund
Steps
- Log in to the Zopa In Person portal.
- Go to In Progress.
3. Find the order you want to refund.
4. Click into the order.
5. Select Refund.
6. Choose one of the following refund options:
| Refund type | When to use it |
|---|---|
| Partial refund | Use this when only part of the order amount needs to be refunded. |
| Full refund | Use this when the total order amount needs to be refunded. |
7. Select a refund reason.
Choose the closest available option.
- If you’re issuing a partial refund, enter the amount that should be refunded to the finance agreement.
If you’re issuing a full refund, check that the refund is for the total order amount.
8. Select Refund.
To check the refund status:
- Go back to In Progress.
- Find the order.
- Check whether a partial refund or full refund has been actioned.
Need more help?
If you can’t find the order or you’re unsure which refund reason to select, contact support for further help.