Set preferred payment methods for returns

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Enabled for	Public preview	General availability
End users by admins, makers, or analysts	Feb 3, 2020	Apr 3, 2020

Business value

Returns are an integral operation for a retailer. The ability to accept returns for sales and refund the payments to the customer allows the retailer an option to service their customers’ needs and issues. These new checks will allow retailers to deploy safeguards on their returns process and be able to track the refunds to the right payment types, thereby reducing operation costs and mitigating risk for fraud.

Feature details

This feature enables additional controls and restrictions, with the option to set eligible payment methods for refunds when processing returns.

• A new Returns Policy page is being introduced that gives the administrator the ability to set preferred payment methods for returns at an organization hierarchy level.

• A store associate will receive a prompt in point of sale (POS) with a list of preferred payment methods based on the store policy.

See also

Feature exploration (video)

Create and update a returns and refunds policy for a channel (docs)