How to issue a refund from LP CRM?
If you see that an order has the "processing" status in the CRM, it means the order is still open on the POS side, and LP is actively syncing its status. In this case, the order can still be cancelled on the POS, and LP will receive that cancellation and automatically trigger a refund to the customer.
If you see that an order has the "processed" status in the CRM, it means the order has already been closed on the POS side, and LP is no longer syncing its status with the POS. This means cancelling the order on the POS will not trigger an automatic refund. Instead, the refund must be processed manually through the LP CRM.
Instruction
1.Log In
Access the LoyaltyPlant CRM platform
Use your credentials to log in
If you encounter login issues, please reach out to LoyaltyPlant support team at [email protected]
2. Navigate to the “Orders” Tab → Find and select the order you need to refund
3. Click the “Refund Order” Button
Choose one of the predefined refund reasons.
Optionally, add a custom message that the customer will receive via push notification.
Example: “Hey, apologies for the mix-up with your order. Here’s your full refund on us!”Confirm the refund ✅
Refund timing depends on the customer’s bank but typically arrives within 5–10 business days