Issuing Refunds


User Guide

A transaction will be able to be refunded up until the time a transaction is ‘settled’, which will mark the transaction as ‘Complete’. Remember, this is from the gateways perspective, not from the processors. If a transaction is able to be refunded the button will show and pressing it will:

  1. Prompt for an amount to refund. Leaving this blank will refund the entire amount. Note that it is possible to do multiple partial refunds, however, the total amount refunded simply cannot exceed the original transaction amount.

  2. Mark the transaction for a refund.

  3. Create a new offsetting transaction that will show up on the payment list with the type of ‘Refund’. The amount will automatically match the initial transaction amount, however, will be shown as a negative amount.