We have released the following enhancement to our Rock RMS integration. Refund/return information is now sent to Rock for payments that originated in V2. This includea payments that were manually entered through add gift/batch entry and payments processed by Vision2.

Please note: this process supports full refund/reversal amounts only

For any refund/return, Vision2 will send a negative transaction record to zero out the original transaction. The refund reason will always be Refund Requested.

The transaction date will vary based on the type of reversal:

  • R​efund: The date the refund was requested

  • C​hargeback: The date of the original transaction

  • A​nything else: the current date

The transaction note will vary based on the status type and will include the following information:

  • Summary (refund, chargeback, reversal)

  • Vision2 Payment Id

  • Vision2 Payment Status

  • Rock Financial Transaction Id

Here is an example of a transaction note for a payment that has been voided in V2:

Here is how it will appear on the transaction detail page in Rock:

Here are the note differences you will see based on the status type and the payment status:

Chargebacks

Vision2 Chargeback | Vision2 Payment Id: 806 | V2 Payment Status: Chargeback | Rock Financial Transaction Id: 29

Refunds

Refund Pending

Vision2 Refund | Vision2 Payment Id: 806 | V2 Payment Status: ToBeRefunded | Rock Financial Transaction Id: 29

Refund Complete

Vision2 Refund | Vision2 Payment Id: 806 | V2 Payment Status: Refunded | Rock Financial Transaction Id: 29

Voids

Vision2 payment reversal | Vision2 Payment Id: 806 | V2 Payment Status: Void | Rock Financial Transaction Id: 29

Manual Refunds

Vision2 payment reversal | Vision2 Payment Id: 806 | V2 Payment Status: ManualRefund | Rock Financial Transaction Id: 29

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