If you need to issue a refund, follow these simple steps to complete the process quickly and efficiently.
Step 1: Locate the Transaction
Open the agreement, scroll to the Charges section and click on the transaction to expand the details.
Step 2: Click the “Refund” Button
Once the transaction details are visible, click the Refund button to start the refund process.
Step 3: Choose the Refund Amount
Select the amount you’d like to refund:
Custom – Enter a specific amount.
50% – Refund half the total amount.
100% – Refund the full amount.
Step 4: Select a Refund Reason
Choose the reason that best describes why the refund is being issued.
Step 5: Add an Optional Note
You may include a note with additional context for the refund. This note will be recorded in the transaction history.
Step 6: Process the Refund
Review the details and click Process Refund to complete the transaction.
💡 Tip: Once a refund is processed, it may take a few business days to appear on the customer’s statement, depending on their bank.
If you need help further help, such as locating a transaction, feel free to reach out to support!