Refunding on to a Credit Card

If you need to reverse a transaction and refund a customer's credit card, this is how to reverse it:

NOTE: See our partial refund article if you are not refunding the invoice entirely.

Open up the Invoice that you need to reverse.

1. Press the "R" next to the items you need to reverse.
2. Press the Checkout button once you have reversed all the necessary items.
3. Make sure you have the correct person showing as "Invoiced" and that the Amount on Card box has the same negative amount as the shopping cart does.
   NOTE: Not all employees will be able to do Partial Payments. You must have Customer Credit authority in Employee Authorizations.
4. Choose whether or not you want to e-mail the receipt to the customer. Uncheck the box if you do not want to send them a receipt.
5. Write a payment note under the "Add Note" section, saying what happened.
6. You will be prompted to select a credit card from the drop down menu to reverse it on to. The *customer (that the shopping cart is assigned to) should have a list of cards. These are any cards that the customer has used within the last year.
7. Hit the "Process Checkout" button when ready.