Refunding the credit card transaction is very similar to voiding.
To refund a payment:
- Open Finance > Documents > Payments. The list of payments available in the system appears on the screen.
- Select a payment by clicking on the respective link in the Document # or Document ID column. The payment details appear on the screen.
- Click Refund.
Note: even though you click Refund, the system first attempts to void the payment. The reason is that voiding is usually free of charge, but refund is always charged by payment gateways.
When the payment gateway confirms the refund, the payment is automatically unapplied from its invoice, a refund document is created and applied to the payment. Both the payment and refund document will have status Closed.