How to process full and partial refunds.
If you need to process a refund for a customer, you go to Billing > Posted > find the payment > click the 3 dots and select > Issue Refund.
From here, enter the refund amount, add any notes needed, and then select Issue Refund. You'll notice in the image below that you have the option to issue a full or partial refund.
Once issued, you can view all Refunds and Partial Refunds under the Posted tab on the Billing Queue. From here, you can issue additional refunds on any existing Partial Refunds.
Last Updated At: 1/27/2025