This article outlines how to issue a refund for an ACH payment through the Billing module, including the steps required to locate the payment and process the refund correctly.
Step 1:
In the Billing Module, select the "Reports" tab, then select "Payments."
Step 2:
Click on a payment that has already been processed.
Step 3:
Select "Refund" in the top right corner. Enter the reason for the refund and the amount. Then select "Refund" at the bottom of the screen.
If a payment is still processing, a refund cannot be issued until the payment process has been completed.
Step 4:
After the refund has been processed successfully, it will say "Succeeded".
