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Add "Transfer" as a Refund Reason

Pelcro Product

🔍 Problem Statement

Currently, Pelcro provides a predefined list of refund reasons, but it does not include "Transfer". As a result, when funds are refunded as part of an internal transfer (e.g., moving funds between accounts), users must select an inaccurate reason such as "Requested by Customer." This creates discrepancies in accounting records, reporting, and audit trails by misrepresenting the actual purpose of the refund.

💡 User Story

As a finance or customer support administrator,
I want to select "Transfer" as the refund reason when issuing refunds related to internal fund transfers,
So that refund records accurately reflect the purpose of the transaction and accounting records remain consistent.

🎯 Definition of Done (DoD)

✔ Add "Transfer" as a selectable refund reason when issuing refunds.

✔ Refunds marked as "Transfer" are saved and displayed consistently across the dashboard, reports and exports.

Posted by Nada Shoukry ·
Status: Done1 comment

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Comments1

  • Manish Patel

    •

    Jul 31

    Just a point of clarification here.

    When we are issuing a refund on the Payments screen under Customers module, there is a Reason = Transfer.

    The problem arises when the wrong “Reason” is selected. For instance, instead of selecting “Transfer”, if someone selects “Requested by Customer”. and if you need to update the Refund reason, which takes place in the Refunds screen (under the Billing Module), you cannot change the Refund Reason to “Transfer” as that option does not exist.

    See screenshot below.