Refund transactions

This topic describes how to refund a transaction.

When you refund a transaction:

  • A new transaction is created with type refund or void.
  • The original transaction status changes from completed to partially-refunded, refunded or voided.
  • The refund is displayed in the Timeline section.

For more information about transaction statuses, see Transactions.

Note

If you issue a refund before funds are withdrawn from a customers account, the original transaction status will be set to: voided.

Refund a single transaction

  1. In the left navigation bar, click Data tables icon.
  2. Click Customers and select a customer.
  3. Select one of the following:

    • If Show segments is disabled: Note: For information on segments, see Segments.

      1. In the Timeline section, locate the transaction and select it.
      2. Click Refund, select an amount, then click Apply.
    • If Show segments is enabled:

      1. Click Payments, then click Sales.
      2. Select the transaction.
      3. Click Refund, select an amount, then click Apply.

Refund multiple transactions

  1. In the left navigation bar, click Data tables icon.
  2. Click Payments, then click Sales.
  3. Select the checkbox on the left of each transaction.
  4. Click Batch refund icon Refund selected items.
  5. In the Refund transactions prompt, click Refund.
  6. Click Voids and Refunds, processed refunds are displayed in the list.

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