How-to: Refund a Payment (Merchant Portal)

Refunding a payment allows you to create a “refund” for an existing payment without needing to re-enter the receiver's information.

A payment is eligible to refund as long as it is a “debit”, not entry class IAT, and in either Sent or Paid status.

Procedure

• Log in

  • Log into the reporting website with your user credentials.

• Access the Payments Section

  • Navigate to the Main Menu and select Payments.

• Navigate to Payments

  • Click the Payments option.

• Locate the Payment

  • Locate the payment you wish to refund in the grid.

• Refund the Payment

  • Click the Actions button next to the payment you wish to refund and choose the Refund option.

  • Alternatively, you can choose the View option instead and then Refund it from the View page.

• Enter Refund Details

  • Enter the Amount and Send Date along with any of the other optional presented fields, then click Refund.