Refunding, revising, or reversing a payment request
When we say revise, we mean changing the payment amount without refunding the whole transaction.
Revise a payment
Go to the "Payment Requests" tab of the dashboard.
Find the transaction that you want to refund (you can sort and filter).
Enter the amount you would like to refund the user in the Amount field.
For instance, if the user paid $175 but their total should have been $125, you would enter $50 to refund them $50.
Complete the "description" field for your internal records. This is not currently sent to the user.
Click Submit.
The user will then receive a notification in the app and via email or text.
Refund a payment
Follow the steps above, but enter the entire amount. Again, we strongly recommend providing an updated receipt or some sort of documentation.
1. Process Payment Refunds in SynchPay
2. Scroll all the way to the right ->
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3. Next up, click the row actions menu icon to open options for this payment.
4. Afterwards, click the Description field to enter a reason for this refund.
5. Video Step
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6. You can also process a partial refund (e.g., for half of the amount).
7. Video Step
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8. Lastly, click Submit to process the refund for this payment.
