Refund a Payment

You can refund payments made on a case.

  1. Open a case
  2. From the Payment panel, select a payment to refund.
  3. Tap Refund Payments.

The Refund Payments panel opens.

The Refund field is automatically populated with the full payment but can be changed if needed.

  1. Enter any Comments regarding the reason for the refund.

  1. Tap Refund.

The Payment and Fees panels reflect the refunded payment.

  1. Open a case.
  2. From the Payment panel, select one or more payments to refund.
  3. Tap Refund Payments.

The Refund Payments panel opens.

  1. Enter the Refund amount and any Comment regarding the reason for the refund for each selected payment.
  2. Tap Refund to refund the payments.

The Payment and Fees panels reflect the refunded payment or payments. See Payment Refund Fields for more information.

See View Refunds for information on voiding a refund made in error.