Refund Guidelines
Time Limit: Refunds can be processed up to 180 days after the original transaction date.
Partial Refunds: You have the flexibility to refund the full amount or just a portion of the original charge.- Processing Fees: Refunds do not negate any processing fees charged on the original transaction, and a small transaction fee may apply for issuing refunds.
Exceptions: If you need to refund a transaction older than 180 days or issue funds to a different card, please contact our support team for assistance.- Expired or Inactive Cards: Refunds issued to expired or inactive cards are typically redirected to the associated bank account within 5 business days, provided the account is still active.
Refunding a payment made on an invoice
Navigate to Invoicing
Select the Invoices tab
Select the Invoice you want to refund by clicking the View button
In the View History section, click the View button next to the payment you want to refund.
Click the Refund button.
Enter the Refund Amount.
Add the Date if it is different from the default date.
Add Notes if applicable.
Select the Refund button.
10. The refund will appear in the Invoice history table.
Note:
Online payment refunds are issued within three business days.
Offline refunds are only for record-keeping purposes and will not move actual funds out of your account.
Refunding a deposit made into a trust account
Select a Contact
Go to the contact’s Invoicing tab
Select the Transaction History tab
Click View to refund under the Action header.
Click Refund.
Enter the Refund Amount.
Add the Date if it is different from the default date.
Add Notes if applicable.
Select the Refund button.
The credit appears on the Trust History Page after the refund is completed.