Click the "Search" field and type the invoice number "10095".

You can also locate the Invoices under the "Invoices" tab.

We can double-check that the invoice was paid via Credit Card by verifying that the invoice has a Braintree or Payload payment code. This code can also be used in the Braintree or Payload website to search for this transaction.

Click on the "Refund Invoice" button to refund the invoice.

A prompt will show to confirm the refund. 

Select the Payment from the dropdown menu and click "Ok".

A new prompt will appear to confirm that the payment has been refunded. 

The Braintree or Payload Payment number will then disappear, and the invoice's status will return to "Open."

Braintree or Payload will then create a disbursement batch with the refund deducted. The refund will show as a negative line. If the deposit was already recorded in Accounting, then the line needs to be manually added to the Braintree deposit and tied to the Customer profile of the agent in order to offset any credits created by the refund.

How to Refund a Credit Card Payment in Brokerage Engine