SUBSCRIPTIONS

Payouts

10min

In this section, all successful payments are track down in a single place. Here the transaction charges & VAT charges are differentiated separately to have detailed information about every transaction.

Video tutorial for payouts tab:



Go to Payouts tab from menu, you will find a page as shown below:

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ID

The customer's ID is shown here in the list.

Name

The First Name and the Last Name of the customers will be listed here.

Company Name

Your customer's company name will be shown here.

Total

By clicking the button in total column, You can view all the subscribed plans of your customer and also you can see the Plan Name, Amount, Include tax, Tax and Total Amount.

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Tax

It shows the tax amount if any tax was applied.

Method

It shows the method of the payment for each transaction.

Transaction date

The actual due date of the transaction will be shown here.

Payment date

The actual payment date of the transaction will be displayed here.

Status

The status of the transaction will be shown here.

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Date filter drop down menu appears when filter icon is clicked, Then we can switch between Dates, Months and Year filter could be applied to view the transactions done in the respective duration.

Download Options:

This list can be downloaded in the form of Excel , CSV and PDF for offline verification.

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Refund

In MYFUNDBOX, select the recipient from the options you wish to refund.

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Once you make your selection, a pop-up will appear asking you to enter the reason for the refund.

You will also have the option to send a refund email to your customer. If you want your customer to receive a notification about the refund, check the box for "Send Refund Email." If you prefer not to send an email, simply uncheck the box.

After entering the refund reason and making your email choice, click the "Refund" button to initiate the refund process.

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The refund will then be processed, and you can monitor its status by navigating to the "Payouts" section of your MYFUNDBOX account.

This section will provide you with updates on the progress and final status of the refund.

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NOTE : MYFUNDBOX now supports refund for stripe payment methods.Refunds cannot be processed using the cash method.



Updated 10 Sep 2024
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