⚠️ Important Limitations
Time Limit: Transactions can be refunded up to six months after the original transaction date.
Alternative Methods: If the transaction is older than six months, or if you need to refund a different card, please contact support.
🔍 Phase 1: Locate the Transaction
Click the Refund button located in the left-hand navigation menu.
Use the search bars to find the specific transaction using:
The client's name.
The invoice number.
A specific date range.
A list of all transactions matching your criteria will appear. Click on the specific entry you wish to refund.
💸 Phase 2: Submit the Refund
Once you click the transaction, a pop-up window (modal) will appear on your screen.
Type in the specific dollar amount you wish to return to the client (this can be the full amount or a partial amount).
Click Submit Refund to finalize the process.