Note: For credit card payments, if it has been less then 24 hours and the transaction has not yet settled, you can use the 'void' link on the order detail page.

1. To do a refund, you first need to get to your customer's account profile. Go to Customers > Manage Customers and tick the 'account' option.

   

2. Use filters to search for the account. (The account ID is the most exact search filter, but you can narrow things down with fields like the company name as well.)
3. Click Search.
4. Click on the account name to jump to your customer's account profile.

   

5. Click on the Accounting tab of the customer profile. (Not the menu option on the top of Orderbot.)

   

6. At this step, you'll be on the 'invoices' tab by default. Find your order and click the red + sign to refund it.
7. Fill each field and click Submit to process the refund.
   • Total - The total amount that you wish to refund. (If you enter a total that is less than the original payment amount, you will only partially refund it.)
   • Payment Method - Select a payment method from the dropdown menu. For credit card refunds, it will return to the card for which the original payment was made. (NOTE: There is a 'return to another card' tickbox as well. Before you attempt to use this feature, please check that your payment gateway settings allow refunding a transaction to a different card.)
   • Check or Auth Number - Use this field for your refund's reference ID. (e.g. For a check, you would reference the check number.)
   • Refund Date - Click the calendar icon (17) to select a date. You can also simply type a date with the format MM/DD/YYYY.
   • Refund Note - Enter any relevant notes about the reason for the refund. (e.g. The payment was made by mistake.)
8.  OPTIONAL: By default, refunded orders stay as 'paid.' If you would like to make the order unpaid as well, you would need to apply a negative customer service payment using the 'Apply Payments' button.
9. Once you have completed your refund, visit the 'Refunds' tab to view it in the future.