Review a refund safely
Use the refund action attached to the original payment when that operation is supported. Retain the original sale and payment record.
Before you start
Sign in with your own account, select the right business and branch, and check that your role can open the relevant area. Some features require an enabled app and available plan resources.
Follow these steps
- Open the original payment and check the refundable balance and available refund controls.
- Review the amount and reason, then submit the supported full or partial refund once.
- Inspect the provider-confirmed result and linked refund record. If the result is uncertain, reconcile it before retrying.
Check the result
Reopen the saved record and compare it with the change you intended. A closed window or a success-looking preview is not sufficient confirmation.
If something is not working
If access is missing, ask the owner to review your role and app availability. If saving fails, retain your input, check the connection and inspect the saved record before retrying. For a payment with an uncertain result, check its existing status before initiating another payment.
Availability & important limits
Not every provider and surface supports every refund operation. A disabled or absent action needs support review; manually changing a payment label does not return money.