How to Initiate a Partial Refund

Partial refunds allow you to return a portion of funds for completed transactions directly through the Merchant Portal. Below are detailed steps for initiating a partial refund, along with important notes on eligibility and user permissions.

Step-by-Step Instructions

1. Open the Transactions Tab

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

2. Select the Transaction

   • Find the transaction you wish to refund partially.
   • Click the transaction options button (three vertical dots) and select Partial Refund.
     
     
     

3. Enter the Refund Amount

   • Specify the amount you want to refund.
   • Click the Continue button to proceed.
     
     
     
     

4. Confirm the Refund

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

5. Check Refund Status

   • To view the refund status, click the expand icon next to the transaction.
   • Once the partial refund is complete, the transaction status will update to "Partially 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 a refund.
Eligibility: Refunds can only be issued for transactions with a status of "Done" and for payment methods that support partial refunds.
Multiple Partial Refunds: You can perform multiple partial refunds for a single transaction. However, the next refund can only be initiated once the previous refund is complete.