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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.

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Note: You can only issue a refund on a Successful transaction.

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  1. Set up Webhook Event and add charge.refunded.

  • Click Add Events and after that, click Add Endpoint

  1. Setup Payment Refund Button

  • In Gateway Transaction, add a Payment Refund button on the page layout

Refund Payment Functionality

  1. 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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  1. 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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  1. 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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  1. 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.

  • 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

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