Payment refunds

1. From the ‘Billing’ section (left navigation bar)

2. Click on the ‘Transactions’ tab

3. Search and click on the desired transaction 

4. Click the red ‘Process a refund’ circle

5. You can edit the refund amount 

6. You may optionally add internal notes or attach files 

7. Click ‘Make a refund’ 

8. You may choose to send a refund receipt by clicking ‘Send receipt’

You may also access these features through the ‘Contact’ by clicking on the ‘Transactions’ page and either clicking on the transaction and clicking ‘Process a refund’

Or by clicking on the ellipsis menu next to the transaction and clicking ‘Refund.’