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Refund the Unapplied Amount of a Payment

You have a payment with unapplied funds and have nowhere to apply them to and so you plan to issue a refund.

Select the method you are going to use to refund the payment.

Select the method you are going to use to refund the payment.

A check refund will create a refund record linked to the payment record. You will have to run a workflow to deactivate this refund as processed once the check has been sent out.

A cash refund will create a refund record linked to the payment record. You will have to run a workflow to deactivate this refund as processed once the cash has been given to the customer.

Refund directly to Credit Card will send the request through your payment processor. The refund record will still be created and linked to the payment but will deactivate automatically if the refund processes successfully.  

Confirm Information and Submit

Confirm Information and Submit

The confirmation page will show you the results of your action. If everything looks right click Submit. If it does not click the Back button to make changes or click Close to cancel.

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