Locate the customer’s order record where you need to issue a refund or void.

Once the customer is selected, go to the Orders table and select the order:

Select Full Refund or Partial Refund for the appropriate product:

• If you are giving a partial refund, you can enter the amount you would like to refund then click the red Submit Refund button.

Note: Using either option, you can cancel the order after the refund by selecting the Cancel Order After Refund? box.

• Once you have submitted the refund the status will change to Refunded :

Alternative Way Of Refunding

On the customer’s profile, scroll down to the Transactions tab then click on the red Actions button, then click Refund.

If refunding, enter the amount you would like to refund then click the red Refund button.

Note: If you have already refunded the transaction from the gateway portal, you can check the box before submitting to simply mark the transaction as refunded. The CRM cannot refund a transaction that has already been refunded.