Skip to main content

How to process a refund

Mistakes happen, but they're not a big deal with SynchPay. Here's how to refund or reverse a transaction.

Charles Lehman avatar
Written by Charles Lehman
Updated over 12 months ago

Refunding, revising, or reversing a payment request

It's much less of a headache to fix a payment request in SynchPay than if you had used a credit card. More importantly, there's no cost. When we say revise, we mean changing the payment amount without refunding the whole transaction.

Revise a payment

  1. Go to the "Payment Requests" tab of the dashboard.

  2. Find the transaction that you want to refund (you can sort and filter).

  3. Enter the new amount you would like the user to pay in the Amount field.

    1. For instance, if the user paid $175, but you would like to refund them $50, you would enter $125.

  4. Complete the "description" field for your internal records. This is not currently sent to the user.

  5. We strongly suggest adding an updated receipt for your and your user's records.

  6. Click Submit.

  7. The user will then receive a notification in the app and via email or text.

Refund a payment

  1. Follow the steps above, but enter the entire amount. Again, we strongly recommend providing an updated receipt or some sort of documentation.

Did this answer your question?