The process for creating a refund will vary, depending on the processor used, and on whether the payment was received against an invoice or a receipt. Click here for information about processing refunds for GrowthZone Pay.

Create a Refund for a Cash/Check/Bambora/PayPal/External Processor Payment Made towards an Invoice

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If the payment received was cash/check, AND the payment was made towards an open invoice, use the following procedure:

1. Click the link of the payment you wish to refund.
2. Click the Refund Payment button.
3. The refund will automatically be set to the full amount of the payment. You may issue a partial refund, by entering in the amount you wish to refund in the Price Each column. NOTE: Be sure to include the minus sign in front of the amount.
4. Click Save.
5. Click Close.

The refund will be displayed as a negative sales receipt in the list of transactions. You will now need to follow your business process for actually giving the money back to the contact.

 

Create a Refund for an Authorize.Net DPM Payment Made toward an Invoice

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If you are using Authorize.net AIM Integration, you can process refunds directly back to Authorize.net from the back office. This is a two-step process, first, you will refund the credit card, and then you will create the matching accounting transaction.

 

IMPORTANT: When creating refunds for Authorize.Net the following rules apply: You can only refund a transaction that has been previously authorized using the payment gateway. The original transaction that you wish to refund must have a status of Settled Successfully. You cannot issue refunds against unsettled, voided, declined, or errored transactions. The refund transaction must be issued within 90 days of the date the original transaction was settled. A refund transaction cannot exceed the amount of the original transaction. The payment method provided in the refund transaction must match the payment method that was provided in the original transaction.

 

1. Click Billing in the left-hand navigation panel.
2. Click the Reports tab.
3. Click Credit Card Listing in the Banking section.

   

4. Locate the payment you wish to refund. You can click the Select Member link to choose a specific member, or you can enter a specific date range.

5. For the desired payment, click the Refund link in the Actions column.

NOTE: Unsettled may be displayed in the Action column instead of Refund. Unsettled indicates that this transaction is very new - typically less than 24 hours old. After about 24 hours, the credit card company will allow a refund to be processed.

6. Click OK to process the refund. NOTE: You may also update the Refund Amount if you wish to only process a partial refund.

   

7. Click Yes to confirm you wish to process the refund.

   

8. After the refund is processed, click Yes to create the matching accounting transaction. NOTE: If the option to create the matching accounting transaction is NOT displayed, follow the steps described in Create a Refund for a Cash/Check/Bambora/PayPal Payment Made towards a Receipt to create the negative sales receipt.

   

9. On the receipt screen, the line items that were paid with this credit card will be displayed. The total will be set to a negative value. If you are refunding the entire payment, click Save. If you are doing a partial refund, remove the negative sign from the items you are not refunding.

   

10. Click Save. The refund will be displayed in the member's Transaction History as a Receipt.

 

 

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1. Click Billing in the left-hand navigation panel.
2. On the Billing Center tab, find the appropriate member.
3. Click the Sales Receipt button.
4. Select the same fee item used when creating the original sales receipt.
5. In the Price Each column, enter a negative amount.
6. Click Save.
7. Click Close.

The refund will be displayed as a negative sales receipt in the list of transactions. You will now need to follow your business process for actually giving the money back to the contact.

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IMPORTANT: When creating refunds for Authorize.Net the following rules apply: You can only refund a transaction that has been previously authorized using the payment gateway. The original transaction that you wish to refund must have a status of Settled Successfully. You cannot issue refunds against unsettled, voided, declined, or errored transactions. The refund transaction must be issued within 90 days of the date the original transaction was settled. A refund transaction cannot exceed the amount of the original transaction. The payment method provided in the refund transaction must match the payment method that was provided in the original transaction.

 

1. Click Billing in the left-hand navigation panel.
2. Click the Reports tab.
3. Click Credit Card Listing in the Banking section.

   

4. Locate the payment you wish to refund. You can click the Select Member link to choose a specific member, or you can enter a specific date range.
5. For the desired payment, click the Refund link in the Actions column. NOTE: Unsettled may be displayed in the Action column instead of Refund. Unsettled indicates that this transaction is very new - typically less than 24 hours old. After about 24 hours, the credit card company will allow a refund to be processed.

   

6. Click OK to process the refund. NOTE: You may also update the Refund Amount if you wish to only process a partial refund.
7. Click Yes to confirm you wish to process the refund through to the consumer.

The refund request has now been sent to Authorize.NET. To create the matching accounting transaction you will follow the steps described in Create a Refund for a Cash/Check/Bambora/PayPal Payment Made towards a Receipt to create the matching accounting transaction, but you do not need to process the refund through the Auhtorize.NET system, as this has been accomplished.

Related articles

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• Refund Report
• Refund by Check
• Credit Card Processing FAQs