Help CenterRECUR360PAY - Refund 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, which means it will never process from your customers account.
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- View this article on how to Void a transaction: RECUR360Pay Voids
Refund in Merchant Track
To refund a transaction go to Reports - RECUR360Pay Transaction History
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- Then find the payment
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- You can filter for the status "Funded" and also search for the customer or invoice number to help find the transaction.
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- Click the page over icon to navigate to the right side of the screen.
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- You can see the Funding ID for that payment.
- If you click it Merchant Track will launch with that deposit open.
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- If this is the first time today that you are trying to access Merchant Track you might get this message:
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- To resolve this, click the Merchant Track Icon form the left menu
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- Once you have accessed it once you can click the Funding ID to go into the deposit.
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- Then click on the Transaction ID to load the transaction.
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- Click Refund in the top right corner. A screen will show to confirm the amount to be refunded.
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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).
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- Then in the report you will see that it was refunded.
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- You will also have to 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