Manually Process a Credit Card Refund

  1. View the Account.
  2. Verify that the Refundable Amount in the Account Overview is negative.
  3. Select Refund > Refund via Credit Card from the Context Menu.
  4. Choose the payment(s) to refund. The default is to refund all available credit card payments. If no payments are available, then no credit card payment is available to refund.
  5. Enter Amount to Refund if a partial refund of the amount is to be made.
  6. Click Refund to Credit Card.