In order to process a refund within our system simply click on the refund button on the far left hand side of the screen.
You will be able to search for a transaction using either the name, invoice number or date range.
Once you have entered in a search term you will see any transactions which are a match. Click on the transaction you would like to refund.
You will be pulled into a window where you can process either a full or partial refund. On the left hand side it shows how much is available to give back to the cardholder. As a fail safe you cannot refund more than the original sale amount.
Once you type in the dollar amount and an applicable notation simply click the Submit Refund button.
It's important to note that all refunds processed for the Trust account will have the funds coming out of the Trust account. This is the only time we will directly debit your Trust account.
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