Refund Reversal Action Client Parameter
Overview
You can specify the behavior of Aria when you initiate a refund, to your customer account holder, of an invoice line item, via the client parameter Refund Reversal Action.
In some cases, when Aria reverses a charge when a taxable refund is initiated, taxation engines may return a rounded tax amount adding or subtracting $0.01 from the reversed charge. When this happens, the account's balance after the transaction—which is expected to be $0.00—is either $0.01 or
To avoid this possible calculation error, you can set the value of Refund Reversal Action to Rebill instead of the default behavior of Reversal.
Note: Please read below about Caveats for the Rebill setting.
Specifying the Value of "Refund Reversal Action"
Getting here: Configuration > Payments > Payment Settings
Set the Value to one of the two available values:
- Reversal (the default existing behavior): Aria creates a "refund" transaction and a reversal transaction for the line item.
- Rebill: Aria creates a "rebill" transaction and a "refund" transaction (and does not reverse the line item).
Related Event and Account Notifications
Please note the following system behavior when this parameter is set to Rebill. Aria suppresses select email and event notifications that might otherwise be triggered for other transactions and use cases.
Email Notifications Suppressed
- Rebill Invoice (template class RB)
- Credit Memo (template class CM)
Event Notifications Suppressed
| Event Number | Event Description |
|---|---|
| 942 | Pending Invoice Create |
| 912 | Write Off Voided |
| 949 | Void of Credit Memo |
| 948 | Credit memo Created |
| 901 | Invoice Created |
| 941 | Invoice Fully Paid |
| 915 | Refund Request Created |
Additional Notes Regarding Rebill Behavior
Payments and Credits Line Items
- Aria carries payments applied on the original invoice being refund-rebilled to the new rebill invoice.
- Aria re-applies payments from the original invoice to the same line item with same amount without any difference after rebilling.
- Aria ports credit line items from the original invoice to the rebill invoice created when "Rebill" is specified for this new "Refund Reversal Action" client parameter. Note: This feature is not implemented for the regular rebill invoice.
Related API Calls
The API calls issue_refund_to_acct_m and get_refund_details_m output the fields <rebill_invoice_no>, <rebill_invoice_line_no>, and <rebill_invoice_line_transaction_id>, capturing invoice information for new invoices generated from a Rebill.
Caveats
- Aria does not support refund-rebill for the NETS payment method.
- Aria does not support refund-rebill for child invoices when initiated via the parent account.
- Aria retains the Prompt Payment cutoff date from the original invoice, and recalculates the associated discount, on the rebilled invoice.
- Aria retains the due date of the original invoice on the rebilled invoice, regardless of what you have specified for the Invoice Setting "Use Original Invoice Due Date for Rebill."
- If you void a Refund-Rebill, Aria voids the refund transaction alone. You must manually adjust the account to bring back the original charges per below:
- Void the existing write-off available on invoice being rebilled/reversed.
- Void the existing credit memo(s) available on invoice being rebilled/reversed.
- Create one new credit memo for the complete invoice being rebilled/reversed.
- Create a new rebill invoice for the revised amount.