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How to handle refunds and cancelations
How to handle refunds and cancelations

Setting back affiliate balances after a return, refund or order cancelation

Sonya avatar
Written by Sonya
Updated over a week ago

With our Payments Page, it's possible to manually set back an affiliate's balance if you have previously settled (paid out) the balance with the affiliate. To view an example of this, please see this article.

There are two ways that refunds and cancelations are dealt with in Tapfiliate. 

Manually (through the interface)

In the case of a refund, return, or cancelation, you can do one of the following: 

  •  If the commission had already been paid out to the affiliate, find the conversion and disapprove the commission. The commission amount will then be subtracted from the affiliate's outstanding balance. 

  • It's also possible to perform partial detractions by simply editing the commission amount awarded for that approved conversion. The difference will be subtracted from the affiliate's outstanding balance. 


Enabling automatic refund handling

If you're using a smart integration that connects directly to your Tapfiliate account (such as our Stripe integration & WooCommerce Integration), you can choose to have refunds, cancelations and disputes automatically handled for you. 

If you'd like to enable or disable this option, go to your Integrations page > Select the Integration > Settings > toggle the option(s) on/off.

Note: This feature is enabled by default when you connect your WooCommerce or Stripe account to your Tapfiliate account.

Advanced (REST API)

A developer can help automate the commission disapproval process, or update commission/conversion amounts via the REST API.

These are the relevant endpoints for executing such processes: 

Bear in mind that implementing these automations will require the help of a developer.

Pro Tip: Regardless of the scenario that applies to you, it's considered good practice to leave a comment in the commission. This way, the affiliate knows reason why the commission was disapproved and why their balance was set back. 

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