Voids & Refunds
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      3. Voids & Refunds

      How do I void or refund a payment?

      This article outlines how to locate and void or refund a payment.

       

      Refund vs Void: What’s the Difference?

      • Void

        • Cancels a payment before it settles

        • Typically avoids processing fees

        • Not always available, depending on settlement status and payment method

      • Refund

        • Returns funds after settlement

        • May take several business days to complete

        • Required once a payment has settled

      If a Void option is unavailable, the payment has likely already settled and must be refunded instead.

      👉 Learn more: What is the difference between a void and a refund?

       

      How to void/refund from the all transaction table

      1. Locate the transaction (Go to the all transactions table & filter by date, client, amount, etc).



      2. Navigate to the transaction details (3 dots to the very right of the transaction) and Click Refund (or void if the transaction has not settled yet).

      3. Enter the refund amount ( you will be able to refund up to the full amount of the transaction, but not more). Confirm the Refund.

      4. You will see a debit from the client that corresponds to the refund amount (Only applicable to refunds, not voids).

      Please note: Only certain payment methods are eligible for partial refunds.

      • Credit & Debit card payments are eligible for partial refunds.
      • Same-Day Bank Transfers are eligible for partial refunds (available in January 2023).
      • Legacy Bank Transfers must be refunded in full.

       

      Attention: if you issue a refund for a payment that included a surcharge fee, the surcharge fee will also be refunded

      If you issue a partial refund for a payment that included a surcharge fee, the refund for the surcharge fee will be prorated. A refund breakdown is shown before submission.

      Other ways to initiate a refund

      Refunds can also be initiated from: