Help CenterRefund a Transaction -Manual Process
You can give a customer a refund on a payment that was processed by RECUR360PAY.
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- The transaction you want to refund has to be in the "Funded" status.
- We also have a feature to automate the refund process, you can view it here: RECUR360Pay Refunds
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.
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- View this article on how to Void a transaction: RECUR360Pay Voids
Refund in Pulse
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- Click the Pulse Icon form the left menu
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- Once you have accessed Pulse, click Transaction Search on the left menu.
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- If you have multiple merchant accounts, select the correct merchant account in the filters, then click search.
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- Find the transaction needing to be refunded.
- Then click on the Transaction ID to load the transaction.
- Click Refund in the top right corner.
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- A screen will show to confirm the amount to be refunded.
- Partial refunds can be entered by changing the amount.
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- You will get confirmation that it was refunded.
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- Once our RECUR360Pay Sync happens (automatic nightly or you can click Sync RECUR360PAY).
Check the Refund
Once our RECUR360Pay Sync happens (automatic nightly or you can click Sync RECUR360PAY).
Then when you go to Reports- Recur360Pay Transaction History
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- You will see that it was refunded.
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- You will also have to manually record the Refund/credit in QuickBooks.
Note: You can setup our automated Refund process, which will allow you to process the void or full refund directly in Recur360.
- It will record the void/refund in QuickBooks for you.
- Read more about it here: RECUR360Pay Refunds