Refunding a Payment (Partial Amount)

Follow the below steps to process a partial refund for a customer

There are many ways you can find a payment that needs to be refunded:

1. Use the Search field in the top right-hand corner of the dashboard and search by payment Reference Number.

2. Use the Payments List Report and use the Search field on the report to search by reference number.

3. Use the Search field in the top right-hand corner of the dashboard and search by Surname. Select Payment History tab on the client profile.
   

4. When you find the payment, click on Reference Number.
   

   

5. Check the box beside the item you wish to partially refund, and click the pink Refund button at the bottom.
   

   
   

6. Change the Refund Amount field to whatever amount you wish to refund.
   

   

7. Tick to include the Admin Charges the customer paid as part of the refund or leave as unticked if you do not wish to include them. You can also include a note here for your internal records that will show up on reports.
   

   

8. You will see a success message on the screen, the customer will also receive an email letting them know that a refund has been processed.