Refund a Payment

Modified on Thu, 19 Mar at 9:30 PM

A refund is the process of returning money to a customer after a payment has been completed. It is typically issued when a product or service is canceled, returned, or charged incorrectly, and the funds are sent back to the customer’s original payment method, either partially or in full.

What is the difference between a Void and a Refund?

The main difference between a void and a refund lies in the timing and action taken. A void cancels a transaction before it's finalized, ensuring no funds are transferred. On the other hand, a refund occurs after a transaction has been completed and involves returning funds to the payer.

Refund a payment

1. Navigate to the Payments tab from the side menu.

2. Locate the payment you need to refund.

3. Click the Actions icon on the right side of the row and select Refund.

4. A modal will appear where you can review the details and initiate the refund.

5. Select a refund reason from the dropdown. If the reason is not listed, select Other and enter the appropriate reason manually.

6. If the payment includes additional components such as donations or tips, you will be prompted to select which part you want to refund: the full transaction, base amount, tip, or donation. Based on your selection, the options below will adjust accordingly.

If the payment does not include tips or donations, this option will not be displayed, and you can proceed to the next step.

7. Choose whether to refund the Total amount or select Partial amount to issue a partial refund.

8. If you want to send a refund receipt to the customer, enable the receipt section and confirm or enter the email address and phone number where the receipt should be sent.

8. Click Confirm to process the refund.