Finance admins negate payments on the account ledger when issuing a refund. Refunded payments show as Refunded in the account ledger.

To process a refund:

  1. From the left navigation menu, click Business Tools > Billing Manager.

  2. Search for and click the account to manage.

  3. Search for and click on the payment item to refund.

  4. Click Refund.

  5. Choose whether to process a full or partial refund. If partial, choose the applied charge and enter the refund amount.

    • NOTE: If the original payment is never owed again, you MUST also credit against the original charge. Please check the Issue Credit for this Refund box.

  6. To complete the refund, click Process Refund.

    • NOTE: Refunds must be issued within 180-days of the transaction.

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