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If the Gateway Transaction record type is Adjustment, Refund or Stripe Fees, you won’t be able to process a refund. The record type must be Transaction.
If the Gateway Transaction has a status of Pending, Failed or Refunded, you won’t be able to process a refund. The status must be Successful.
Refund Payment Functionality
If the current Gateway Transaction record Record Type is not Transaction. The Payment Refund page will not display.
In this example, the Record Type is Adjustment, so an error message will display when you click Refund Payment.
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If the Current Gateway Transaction record has Transaction as Record Type but the Transaction Status is Pending, the Refund Payment page will not display.
Gateway Transaction record below has Transaction as Record Type but has a Pending Transaction period, when Refund Payment is clicked an error message will display.
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3. If the current Gateway Transaction record has Transaction as Record Type but the Transactions Status is Failed, the Refund Payment Page will not display.
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If the current Gateway Transaction record has Transaction as Record Type but the Transaction Status is Refunded, a message will display.
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If the current Gateway Transaction record has Transaction as Record Type and the Transaction Status is Successful, the Refund Payment page will display.
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When Refunding a payment
Please input the exact amount you wish to refund in the "Amount to Refund" field.
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If the refund is successful, a message will be displayed to indicate that the refund was successful.
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A new Gateway Transaction will be created for refund and the source transaction will be its parent gateway transaction where the refund is being process/held
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If the refund is failed
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No Gateway Transaction where the Record Type is Refund will not be created