Refund all or part of a credit card transaction from the customer's record.

1. Click Credit/Debit/eCheck (Electronic Funds Transfer).
2. Click Add/Edit Customer.
3. Search for the customer. Enter the exact Customer ID and/or full or partial Customer Name and click Search.
   Note: If the search results in only one customer, the Edit Customer page displays showing the customer's information.

   If you cannot find the customer's record, click Search without any information in the search fields, or type part of the name — for example, “A” for Anderson, Andrew.

4. On the Edit Customer page, click Request CC Refund.
5. On the Refund CC Transaction screen, select Refund.
6. Select the transaction you would like to refund. Edit the dollar amount if you do not need to refund the whole amount. Then, enter the dollar amount to refund, your contact name, your contact phone number, and a reason for the refund.
7. Click Request Refund.
8. Review the information and click Confirm CC Refund.