How Do I Perform A Refund?

Modified on Wed, Nov 20 at 5:23 PM

There are multiple ways to access an invoice and issue a refund within Chargezoom.

From the Dashboard

Recent payments displayed on the dashboard allow for quick access to related invoices. By clicking on the invoice number next to a payment, you are automatically redirected to the detailed view of that specific invoice.

From Transactions tab

From the dashboard, locate and choose the "Transactions" option.

From the Action dropdown option, choose “Refund” to initiate the refund process for that specific transaction.

From the Invoices tab

By default, the Invoices tab will show all current invoices. To find a specific invoice by number, use the Search bar.

Alternatively, you can use the dropdown menu to filter transactions by “Paid”.

Paid invoices can be refunded using the Action dropdown menu.

From Customer Profile

Refund a Paid Invoice:
- To refund a paid invoice, locate the invoice you wish to refund.
- Next to the invoice, click on the Action dropdown menu (usually represented by three dots or a similar icon).
- From the dropdown options, select “Refund” to initiate the refund process for that specific invoice.

This will allow you to quickly find and refund paid invoices directly from the customer profile. Let me know if you need more assistance!

Here’s how you can refund invoices from the Transactions tab in the Customer Profile:

Go to the Customer Profile: Access the customer profile page where you can view transaction history.
Navigate to the Transactions Tab: Click on the Transactions tab to see the list of all transactions associated with that customer.
Locate the Invoice to Refund: Find the specific transaction or invoice you want to refund in the list.
Use the Action Dropdown Menu:
- Next to the transaction, look for the Action dropdown menu (often represented by three dots or a menu icon).
- Click on the Action dropdown to reveal available options.
Select “Refund”: From the dropdown options, choose “Refund” to initiate the refund for that particular invoice.

By following these steps, you can easily process refunds for invoices directly from the Transactions tab. Let me know if you need any further clarification!