Refund a Payment

Refund any invoices thats been paid.

Written By Isaac Buchanan

Last updated 4 months ago

From time to time you will need to refund a payment a user has made. Any invoice that has been paid in full can be refunded in full.

How to make a full refund:

  1. Search for the user and click to view their profile

  2. Navigate to the Payments tab

  3. Find the invoice you would like to refund and click the three dots to open the menu.

  4. Click refund and confirm the refund.

How to process a partial refund:

  1. Go to Settings > Payments > Payments

  2. Use either the Amount or Date filter to locate the payment you need to refund.

  3. Click on the payment line item.

  4. In the modal that opens, click Begin Refund.

  5. Specify the amount you’d like to refund and click Refund.