Refund a Credit Card Transaction - Web Version

To refund a credit card transaction, follow the steps below. 

1. Click Reports.
   
2. Select Transaction List, under Sales.
   
3. Find the customer as well as the transaction. Click the Action drop-down for the transaction, and then click Refund.
   Click this link to learn how to run a Transaction List report: Transaction List Report - Web Version.
   
4. Find the item that you want to refund. Then click the box that corresponds to it under Credit Refund on the right side of the page.
   
5. Enter the Refund Amount. Then click Next.
   
6. Enter how you want to distribute the Refund Amount. You can distribute it as cash, credit card and/or as a gift certificate. Click Refund when you're finished.
   
7. Enter a reason for the refund. Select Email Receipt to email the receipt to the client. Click Print Receipt to get a paper copy.
   
8. Click Refund.
   
9. The refund is immediately shown on the Transaction List. Click the drop-down. Then select Receipt to print or email a copy to the recipient.
   
10. If you selected Receipt in the previous step, select print to get a paper copy. Click email to email it to the recipient.
    

The client will receive a copy of the receipt.