You can issue a credit or debit card refund as part of a service or product return from one of your customers in the portal. This tutorial walks you through the steps to issue a full or partial refund to a customer who has processed a payment for a good or service from your business.
Objective
Issue a full or partial refund to a customer from one of your transactions.
Audience
Merchants
Environment
Portal (Sandbox)
Portal (Production)
Prerequisites
Note
You must have a fully boarded Payrix Pro account to perform any of the actions described in the use case guides.
Important notes
Important!
The refund payment will be immediately deducted from the Merchant's available account balance.
Important!
If the transaction status is Approved rather than Captured, you have the option to void the transaction rather than issue a refund.
Tips
Tip
You can find any recently issued refunds by visiting the Payment History page and clicking REFUNDS to filter the table by transaction type.
Tip
Scenarios exist where a customer might be returning one of multiple items or a partial return of service hours, for example. In this instance, we recommend viewing a copy of the receipt or invoice to determine the exact amount to refund to the customer.
Tip
When the payment is an Auth transaction type, you can perform a full or partial void of the transaction instead of a refund issued when the payment is a Capture transaction type or the payment has been settled.
Issue a Refund
Ensure that you complete all steps in the following sections.
Access the Payment History Page
Click PAYMENT HISTORY under Payments in the left navigation panel to open the Payment History page.
Open the Transaction Details Page
Locate the transaction in the Payment History table and select it to open the Transaction Details page.
Issue a Full or Partial Refund
Click REFUND in the Action Panel below the Transaction Details Banner section to open the Refund lightbox on the page.
Enter the amount for a partial refund, or refund the entire amount by default.
Click REFUND.
Result: The refund is issued to the customer and should be available in 3 to 5 business days.
Next Steps
After the refund is issued, review the following guides for additional information on related topics:
Process a Card Payment with Create Payments: Process a payment that includes Level 2 and Level 3 information.
Process a Card Payment with Quick Charge: Process a payment that does not require Level 2 or Level 3 information.
Conclusion
The refund has been issued and will be deducted from your available account balance.