Review a customer refund
Refunds need permission, the original payment reference and a clear financial reason. Provider processing times apply.
Confirm the original payment
Find the successful payment and its linked invoice. Check any previous refunds, partial payments or credit adjustments before deciding the amount.
Use an authorized refund workflow
Follow the refund action supported by your workspace and provider. Review the amount and reason carefully; do not use a new payment request to represent a refund.
Follow the returned status
Keep the provider reference and update the customer with the confirmed status. Review the invoice balance and any separate credit-note requirement with finance.