To process a refund, click onto the Invoice Record that you would like to complete the refund for. When on the record, click on the Payments tab from the top menu bar.

When on the Payments tab, you will then need to click on the payment that was collected for this invoice. When editing the payment, you will see a Refund button towards the bottom left corner of your screen. By clicking the Refund button it will initiate this process.

We recognize the importance of providing you with clear insights into your refund activity. The refund transaction line item allows you to easily track how many refunds you process and which specific invoices or payments have refunds applied to them.

You will see a separate line item in the payments section each time a refund is processed. Each relevant payment will have corresponding refund line item displayed below it. If a payment has multiple refunds, you will see multiple line items, each marked with a red number to signify the refund. This visual cue makes it easy to identify refunds at a glance, empowering users—especially Admins—to monitor payments and minimize potential losses due to refunds.