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Desktop - Issue a Refund

From inside the CRM on desktop, learn how to issue a full or partial refund to your customers.

💵 Step-by-Step: Issue a Refund

  1. 💰 Go to Payments — Open the Payments tab, then select Transactions.

  2. 🔍 Find the Customer — Use the search bar to find the customer (e.g., James).

  3. 🧾 Locate the Transaction — Find the exact transaction to refund.

  4. ⋮ Open Options — On the right-hand side, click the three dots (⋮).

  5. ↩️ Select Refund — Choose Refund from the menu.

  6. 💸 Enter Refund Amount — Type the amount to refund (e.g., the security deposit) and double-check for accuracy.

  7. ✅ Confirm Refund — Click Refund to complete the process.

  8. 📊 Verify Status — The transaction will now show as Refunded or Partially Refunded, depending on the amount.

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