This article gives an overview of the refund process that is followed on the platform. The refunds are at your discretion. 



TABLE OF CONTENTS


 

  • For Payments via Razorpay

Whenever a refund is to be issued to a user who has made the payment via Razorpay, you have to log in to the Publisher platform > Go to the Users section > Search for the user > Click on 'Unsubscribe' on the smallcase > Enter the amount to be refunded > Click on 'Unsubscribe User'.

The user gets unsubscribed by EOD, and the entered amount is directly refunded back to the user's account.

  • For Payments via Digio

Whenever a refund is to be issued to a user who has made the payment via E-mandate (Digio), the refund has to be processed by you, at your discretion. 


Once this refund is issued, you have to enter the details via the publisher platform such that it can be marked in the ledgers. 


Please Note: In the above-mentioned methods, the user is refunded + unsubscribed. 


If you wish to only refund the user and not unsubscribe the user, please fill out this Refund Form such that the same is marked in their ledger and do not enter any details via the platform. 


  • How to Log Refunds?

            Refunds can be logged in two ways by you: 

  • Individual Refunds: For individual refunds, you are required to log them via the Publisher platform, the steps are mentioned above. 
  • Bulk Refunds: For bulk refunds i.e. more than 20 cases in an single attempt, you have to send a CSV/Excel file with the user details to publisher.help@smallcase.com with email Subject as : "Bulk Refunds : {manager name & month}"

Sample template : Bulk Refunds - Template

 

PLEASE NOTE :

  1. Only the refunds that are logged on the Publisher platform and also via this form will be considered and marked in the ledger.
  2. If you face any technical difficulties while unsubscribing or refunding the user via the platform, please drop an email to publisher.help@smallcase.com with the user details. Our team will process the request at our end.
  3. Refunds done by you in a particular month must be logged within that month itself, such that they can be marked in the ledger. Cases that are not logged within the said timeframe will not be considered.