To issue a partial refund, you'll use both Chariot and the Payments Dashboard. The easiest way to locate the original transaction is to start from the job in Chariot — not the Payments Dashboard.
Step-by-Step
Open the job in Chariot and navigate to the Results tab.
Scroll down to the Payments section and locate the payment you want to refund.
Click the three dots next to the payment, then select View Notes.
A string of characters and numbers will appear. This is the transaction ID. Copy it.
Navigate to the Payments Dashboard (Operations > Payments Dash).
Paste the transaction ID into the ID search box at the top of the page.
The original transaction will populate. Locate and click Issue Refund.
Enter the partial refund amount you'd like to issue, then click Refund.
Copy the transaction ID into the search bar in your Chariot payments dashboard
Scroll to the Refunds section of the payment page and hit Issue Refund
Adjust the refund amount and hit Refund to confirm
The refund will be applied to the customer's original payment method. Partial refunds are processed against the original transaction, so only the amount you specify will be returned.
Things to Keep in Mind
You cannot issue a refund greater than the original transaction amount.
Refund processing times vary by card network — typically 3–5 business days.
If you can't access the Payments Dashboard, see Accessing the Payments Dashboard or reach out to Chariot Support.