Refunding a credit card on file since changes to SP this week.

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Ingrid Manfredo

• October 13, 2022 17:45

I do not see a place to enter a refund in a customized amount since SP made updated changes to the system this week.  How do I enter a customized amount and refund a card on file?

 

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  Sara

  • October 13, 2022 19:58

  Hi Ingrid,

  With the new billing update, you can refund all types of payments instead of adding negative payments. To refund a payment, 

  • Navigate to the client’s Billing tab
  • Filter this page by Transactions
  • Click View next to the payment you'd like to refund
  • Click Refund in the upper right corner of the page
  • Enter the amount you'd like to refund in the Refund Amount
  • Click Refund
  • Click Confirm Refund

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