Refund a Credit Card Payment in Brokerage Engine

10 steps
|
23 seconds

Navigate to Brokerage Engine.

Click the "Magnifying Glass" icon to search for the Invoice.

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

The invoices can also be located under the 'Invoices' tab.

The Invoice has now been located.

It can be confirmed that the invoice was paid via credit card by verifying the presence of a Braintree or Payload payment code. This code can also be used on the Braintree or Payload website to locate the 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."

A disbursement batch will then be created by Braintree or Payload with the refund amount deducted. The refund will be displayed as a negative line on the Braintree Deposit or Payload Deposit tool in BE Accounting. If the deposit has already been recorded in Accounting, the line will need to be manually added to the Braintree or Payload deposit and associated with the agent’s Customer profile in order to offset any credits generated by the refund. For more information on Braintree Management click on [this link](https://help.brokerageengine.com/support/solutions/folders/43000589998). For more information in Payload Management click on [this link](https://help.brokerageengine.com/support/solutions/folders/43000591058).