RECUR360PAY - Refund a Transaction

You can give a customer a refund on a payment that was processed by RECUR360PAY. The transaction you want to refund has to be in the "Funded" status. Note: ACH payments take minimum 7 days before they are able to be refunded. 

If you want to refund a transaction that happened on the current day and it is prior to 8pm Central time you can Void the transaction, which means it will never process from your customers account. View this article on how to Void a transaction: https://recur360.kb.help/recur360pay-voiding-a-transaction/

To refund a transaction go to Reports - RECUR360Pay Transaction Sync History and find the payment. 

You can filter for the status "Funded" and also search for the customer or invoice number to help find the transaction.

On the right side of the screen you can see the Funding ID for that payment. If you click it MerchantTrack will launch with that deposit open. 

If this is the first time today that you are trying to access MerchantTrack you might get this message: 

Once you have accessed it once you can click the Funding ID to go into the deposit. 

Then click on the Transaction ID to load the transaction. 

Click Refund in the top right corner. A screen will show to confirm the amount to be refunded.

You will get a confirmation that it was refunded. 

Once our RECUR360Pay Sync happens (automatic nightly or you can click Sync RECUR360PAY). 

Then in the report you will see that it was refunded.

You will also have to record the Refund/credit in QuickBooks.