Processing a Refund in Click To Pay

Processing a Refund Through Click To Pay :

This instruction document will follow the how-to steps of processing a refund through Click To Pay. Click To Pay only allows full refund amounts. Click To Pay is not capable of processing partial refund amounts.

Log into the Click To Pay client menu at Click To Pay Login with the client ID provided by Click To Pay support. You must be an authorized, added user in Click To Pay.

Select the Payment Processing button on the main menu.

Find the original transaction to refund by selecting relevant search criteria in the menu box on the top of the screen. You can search all transactions via date range, or, if you know the date of the original transaction, type the original transaction date in both start and end date fields. Search through all transactions by selecting the check box All for Process Status and All for Payment Status. Select the Apply Filters button to see available transactions.

To refund a transaction, select the upside-down triangle button on the original transaction so more details populate. The refund button will appear when the triangle button is selected.

Select the refund button and a pop-up box will appear.

Refund will follow through to Post Cash to GL and will now appear as refunded on customer’s account.

Depending on the circumstance of refund, you will need to reverse the original invoice and invoice for new, correct amount. Or reverse the original invoice completely.

If you cannot locate the issue using the above procedures please log a support ticket by emailing [email protected] for assistance.