Issue a refund

Issuing a Refund

HOW TO ISSUE A REFUND

  1. Go to the Accounting tab

  2. Click on Transactions

  3. Click on the Transaction You Would Like to Refund

  4. Refund



It will then ask you how much you want to refund, clicking "Set Refund Payment Amount" will set the amount to the transaction total.
After refunding the transaction, the invoice will open automatically. You can edit/close/void from the invoice page.

If refunding a card or ACH transaction, it will take 1-3 days to process.
If refunding a cash or check payment, you will need to issue a refund check to the customer yourself after performing the refund process in Workhorse.