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Processing a Refund for a Credit Card Payment

If an invoice is cancelled or written off, you can refund the money to a credit card from the Invoice page. When you refund a payment by credit card, the system debits the liability account of the credit charge code and credits the cash account.

Note: If you are using PayPal to refund a credit card payment, you will only be able to issue the refund up to 60 days after the initial credit card transaction. After 60 days you will receive the message, "You are over the time limit to perform a refund on the transaction."

To process a refund for an item paid by credit card:

1. Go to the customer's invoice.
2. Click the Cancel Invoice button.

3. Select the Issue Credit Refund for Single Card Payment check box.
4. Click Process Cancellation. This places the credit amount back onto the credit card.

Tip: Once a payment is credited, you can view the payment credit profile via the invoice page. To view the details of the payment credit that you created, locate the payment credit in the Payments section of the invoice and click Cancel Paid Credit in the Transaction Type column. The Payment Credit Profile will appear.  For more detailed information, see the help topic Credit Profile.

For more details, see Cancelling an Invoice for a Credit Card Transaction.