Refunds are incredibly simple to process in PosiPay. You can request full or partial refunds all from the Gateway Transaction record, and it will call Stripe to process it.
Process a Refund
In order to issue a refund, go to the Gateway Transaction record of the payment you want to refund. Click on the Process Refund button.
Note: You can only issue a refund on a Successful transaction.
Once you hit the Refund Payment button, a screen will pop up with all the relevant details.
Enter the amount to refund in the Amount field at the top. It cannot exceed the remaining balance, which is calculated by subtracting any previous refunds from the original amount. If this is the first refund, the remaining balance will match the original amount. You can see the Refund History for this Gateway Transaction at the bottom of the screen. Once you have entered the correct amount, hit the Refund Payment button and PosiPay will call Stripe to refund that amount. A new Gift Transaction record, with record type Refund will be created for each partial or full refund and will have the original Gift Transaction as its parent record.
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.
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.
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.
If the current Gateway Transaction record has Transaction as Record Type but the Transaction Status is Refunded, a message will display.
If the current Gateway Transaction record has Transaction as Record Type and the Transaction Status is Successful, the Refund Payment page will display.
When Refunding a payment
Please input the exact amount you wish to refund in the "Amount to Refund" field.
If the refund is successful, a message will be displayed to indicate that the refund was successful.
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
If the refund is failed
No Gateway Transaction where the Record Type is Refund will not be created