Create draft payments for refund requests received by customers and notify your team for review

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Retrieve refund requests for orders (with bank transfer payments) and create a Revolut draft payment to initiate the refund back to the customer's bank account. Notify a member of your team to approve the refund request and initiate the payment transfer.

The setup of the template assumes you have your customer's order data stored in a Google Sheets sheet. Your sheet has to include these columns: First name and Last name of the customer, Order ID, Amount and payment details.

The Typeform form has to include the Order ID question.

To see which details are required to create a Revolut draft payment depending on the country, click here. For example, if you're creating a payment to the United Kingdom, your Airtable table needs to include an Account Number and a Sort Code; for payment to Germany, it's IBAN and BIC.

Apps Included

Categories

Built-in Tools

Payments, Billing & Subscriptions

Banking

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