> ## Documentation Index
> Fetch the complete documentation index at: https://nce-docs.bglobale.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Updating Refund Resolutions

## Overview

**Refund resolutions** control which refund options customers see in the Return Portal and how refunds are recorded from the RMA page.

The following video describes updating refund resolutions:

## Objectives

By the end of this guide, you will be able to:

* Update refund resolutions in *Settings > Resolutions*.
* Update bank refund fields customers complete in the Return Portal.
* Verify refunds and recordkeeping from the RMA page.
* Link resolutions to your return policy rules.

## Prerequisites

You have access to the **Admin Dashboard** with permission to edit **Settings**.

## Updating Refunds to Payment Method

Updating the Refund to Payment method refers to refunds made to the original payment method. Use this resolution to refund customers back to the payment method used for the order (for example, credit card or PayPal).

1. Navigate to *Settings > Resolutions*.
2. In **Return Resolutions**, click **REFUND TO PAYMENT METHOD**.
3. In the **Details** section, update:

   * Internal name
   * Display name
   * Description
4. Click the **save**icon in the top right corner.

## Updating Refunds to a Bank Account

Updating the Refund to Bank Account feature is relevant to COD (Cash on Delivery) or off-platform payments. Use this resolution when you issue refunds outside of your platform (for example, COD refunds via bank transfer).

1. Navigate to *Settings > Resolutions*.
2. In **Return Resolutions**, click **REFUND TO BANK** (or create a new resolution).
3. Update the resolution details:

   * Edit the internal name (customers do not see this name).
   * Edit the display name (shown to customers in the Return Portal).
   * Edit the description (shown to customers in the Return Portal).
4. Set **Refund Type** to **Bank Refund**.
5. Click the save icon in the top right corner.

## Verifying Bank Refund Works

Verifying bank refund works can be done in the following ways:

* In the Return Portal, confirm the refund option appears for the relevant orders, based on your policy rules.
* In the Admin Dashboard, open an RMA and confirm you can view the customer’s bank details under **Refund to Bank Account** on the RMA page.
* Transfer funds using the customer-provided details, then record the refund action from the RMA.

## Updating Bank Refund Fields Shown in the Return Portal

Updating bank refund fields shown in the Return Portal refers to customizing which fields customers must complete when they request a bank refund.

1. Navigate to **Settings > Genera**l.
2. Open the **Refunds** section.
3. Configure which fields appear in the Return Portal and whether each field is mandatory or optional.
4. Click the **save**icon in the top right corner.

<Note>
  Your setup can include IBAN collection. Field labels can vary by store configuration. Confirm the exact field names in your dashboard.
</Note>

## Verifying and Documenting Refunds from the RMA page

Use the RMA page to record the refunded amount and complete the refund workflow in the admin dashboard.

1. Open the relevant RMA.
2. On the RMA page, review the customer’s bank details under **Refund to Bank Account**.
3. Click **REFUND/CREDIT** to open the refund calculator.
4. Click **APPLY** to apply the suggested refund amount.
5. Select the bank refund method (label can vary by configuration).
6. Click **SUBMIT** to record the refund action.
7. Verify that the RMA status shows **Done** in the RMA header after you submit the refund action.

<Note>
  A refund action can be unavailable if there is no refund amount available. In that case, the refund button can appear disabled.
</Note>

## Linking Resolutions to Your Return Policy

After you update a resolution, ensure it is offered under the right conditions in your policy rules.

1. Navigate to **Settings > Return Policy**.
2. Update your policy rules to offer the relevant resolutions (for example, bank refund for COD orders).