Find your customer on the list or search in the Customer field for their name.

Expand the line with their name and transaction.

Click "CHECK PAYMENT STATUS". As long as the payment has settled, you will be able to issue a refund. If the transaction is not completely settled yet, you will have to try this process again later.

\*Note: if they paid ACH, this is like a check and you cannot issue partial refunds. 

Click START REFUND PROCESS.

Make sure the amount and information is correct. 

CHECK PAYMENT STATUS START REFUND PROCESS      


How to Process A Refund