How to Initiate a Refund

Refunds enable you to return funds for completed transactions directly through the Merchant Portal. Below is a detailed guide on initiating a full refund, along with key notes on eligibility and user permissions.

Step-by-Step Instructions

1. Open the Transactions Tab

   • On the left sidebar, navigate to the Transactions menu and select the Transactions tab.
     
     

2. Locate the Transaction

   • Find the transaction you want to refund.
     Click the transaction options button (three vertical dots) and select Refund Transaction.
     

3. Confirm the Refund

   • Click the Refund button to proceed.
   • Enter the 6-digit verification code generated by your Authenticator app.
   • Click the Confirm Refund button to finalize the process.
     
     
     

4. Check Refund Status

   • To view the refund status, click the expand icon next to the transaction.
   • Once the refund is complete, the transaction status will update to "Refunded."
     
     
     

User Permissions: The refund feature is only available to users with Admin or Finance or Refunds Specialist roles.
Two-Factor Authentication: Two-factor authentication (2FA) must be enabled in the Settings menu to initiate refunds.
Transaction Eligibility: Refunds can only be issued for transactions with a status of "Done".