Introduction

This option allows users with the Can Process Payment Refunds permission enabled to refund only a payment off of an invoice without affecting the invoice charges. This is great to handle scenarios where the invoice charges are correct, but then something went wrong with the payment (disputed CC charge, bounced check, the incorrect credit card used at checkout, etc.), and allows the user to open the invoice back up to accept more payment. It is possible to refund the same payment more than once as long as the total amount paid is not exceeded.

Important:  Refunding a payment only without refunding items will reopen the invoice and result in payment due from the customer. Please ensure that you intend for the customer to still owe on the invoice before using this method.

Refund a Payment Only

1. On the invoice display, select the refund checkbox to the left of the payment you would like to refund.
   
   
   
   
2. Select the red button to refund payment.
   
   
   
   
3. In the popup window, confirm the refund payment method and amount. You can refund any amount up to the amount paid for the selected payment method, and you can refund to any payment method. 

   Important:  You cannot refund to an integrated payment method unless the original charge was for that method.

   
   
   
4. Once the refund is processed, the refunded payment will be listed on the invoice and on reporting. The invoice will open back up to allow for further payment.
   
   

Related Resources

• Refunds and Returns Topic Outline
• Refund & Void Options Reference
• Refund a Retail Item, Package, or Service How-To
• Refund an Invoice to Store Credit How-To
• Refund a Store Credit Purchase How-To
• Add a Refund Reason How-To
• Generate Refund Reasons Report How-To