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How to process a refund
How to process a refund
Updated over a week ago

A charge can be partially or fully refunded six months after the original transaction date.*

To process a refund within ClientPay click on the Refund button from the left navigation menu.

Search for the transaction either with the client's name, invoice number, or choose a date range.


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All transactions that meet the search criteria will be returned. Click on the transaction you would like to refund.



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A modal will appear on screen where the refund can be submitted. Enter the amount to refund and click Submit Refund.

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*If it has been more than six months or If you need to issue a refund to a different card not associated with the original transaction, please contact support.

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