Refunds or voids can be issued from the transaction history in the customer's order details. Use the Refund Type dropdown to choose between Void (for an approved authorization that has not been captured), Refund (for an approved sale or capture that still has an amount to return), or External Refund (records the refund in the CRM only — no charge is sent to the processor). Only the types that apply to the charge you picked are listed.
A refund is limited to the charge you select. If the order was paid by several charges, use the Refund Order button on the order details view to split the amount across all of them.
How to Refund or Void a Transaction
Go to For Customers > Search in the main navigation.
Search for the customer and open their profile.
Scroll to the Orders section and click the order ID to open the Order Details modal.
Click the Transactions tab.
Click the Refund button next to the transaction.
In the Refund Type dropdown, choose Void, Refund, or External Refund.
If Refund is selected, enter the amount (full or partial).
Click Submit to process.
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