Any store purchase can be refunded. The steps below show how to refund the card charge and then remove the relevant packages and transactions from the customer’s account.

Partial refunds

For some refunds you may not need to follow all of the steps below. Each step can be done independently depending on your business requirement.

Step 1 - Refund the payment

First, refund the customer’s card charge.

  1. In the Billing menu, click Overview.
  2. Select a customer.
  3. Click Sales.
  4. Find the payment record, then in the Actions menu, click Refund.
  5. Enter the amount to refund.
  6. Click Refund Payment.

Step 2 - Void the invoice

Next, void the customer’s invoice. The invoice will be retained as a reference for your own billing history, but the amounts will be nullified.

Note

Steps 1 to 3 are the same as above.

  1. In the Billing menu, click Overview.
  2. Select a customer.
  3. Click Sales.
  4. Find the invoice record, then in the Actions menu, click Void.
  5. Confirm by clicking Void.

Step 3 - Delete the package(s)

Finally, remove the packages from the customer’s account.

  1. In the Billing menu, click Overview.
  2. Select a customer.
  3. Click Packages.
  4. Click Delete next to the package.
  5. Confirm by clicking Delete Package.
  6. Repeat steps 4 & 5 for any additional packages the customer purchased.