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Refund and Void Payments

Refund a Payment

When Payment.Status = Succeeded, the Refund button dynamically appears on the Payment record page.

  1. Click the Refund button to refund a payment to a customer.
  2. You will be prompted to enter the refund amount. This allows you to refund full or partial amounts.
  3. Select the Refund Reason. Options include Duplicate, Fraudulent, or Requested by Customer.
  4. This will be stored in the gateway on the transaction record.

Void a Payment

Only available with QuickBooks payment method (ACH, CC). When Payment.Status = Pending, the Void button dynamically appears on the Payment record page.

  1. Click the Void button to cancel the transaction.
  2. You will be asked to enter a reason for the cancelation into a text field
  3. This will be stored in the gateway on the transaction record.