- Select Sales, Refunds.
- Select the appropriate Refund Type based on the type of item you want to refund.
- Search by the Order #, Constituent, Payment method, or Source
- Select the item you need to refund and click Continue
- On the next screen, mark the checkboxes next to each item you would like like to refund if more than one is present
Note: If you only need to refund some of the items in the order, only mark the checkboxes next to these items.
- In the Payment Details section choose the payment method you would like to use for this refund
Note: Credit Cards will not be refunded by the processor after 60 days have passed, you should refund these payments as Check or Cash.
- Choose the Reason Code and add a comment if desired
- Click Complete refund.
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