The following is the procedure to process a refund or partial refund for a payment that was made through our ProPay integration:
- Navigate to the contact's profile page, and click on the invoice with the payment that needs to be refunded.
- Scroll down on the invoice to view the Invoice Autobiography, locate the payment, and click on "View/Edit"
- Click on "Refund/Credit payment" and enter the amount you'd like to refund your client, and select whether you'd like for them to receive an email notification.
Refunds will be reflected on Invoice Reports as negative payments.
If the refund amount exceeds your available balance in your ProPay merchant account, contact ProPay's support team to make arrangements: