Vision2 return information sent to Rock RMS
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 includes 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:
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Refund: The date the refund was requested
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Chargeback: The date of the original transaction
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Anything else: the current date
The transaction note will vary based on the status type and will include the following information:
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Summary (refund, chargeback, reversal)
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Vision2 Payment Id
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Vision2 Payment Status
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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