Automatic Refunds for Downgrade or Cancellation Orders

You can enable automatic refunds creation for downgrade or cancellation of service plans and resources. If this option is not enabled, a credit adjustment will be created instead of a refund on switching a service plan to a less expensive one or on a resource cancellation, and in other such cases.

To enable automatic creation of refunds:

1. In the control panel, go to System > Settings and click the Order Processing link in the Operations list.
2. Click Order Processing Setup in the Other list. The order processing settings are displayed.
3. Click Edit and select the Create Refund Automatically in All Applicable Cases checkbox.
4. Click Save. The option is enabled.

Important: If the Always Create Refund for Cancellation and Change Orders option is enabled, there is no an alternative choice on a subscription cancellation (see Canceling Subscriptions for more detail): whether to Create a Credit Memo or to Create a Refund, the Created a Refund option is selected by default. To enable that choice, you need to switch off the automatic refunds function.