Below are the steps to issue a refund of payment, directly through the Infusionsoft Payments Merchant Center. Most refunds are able to be processed via the contact's order record in infusionsoft. If for any reason you need to refund a payment through the Merchant center, follow these steps.
Important Note! If a refund is processed directly through the Infusionsoft Payments, this will not reflect on the contact's order in Infusionsoft. Please review and address any manual adjustments/refunds to the contact's order in Infusionsoft, manually.
Important Note! Refunds that are older than 60 days and/or amounts $5,000 or more cannot be refunded though your Merchant Portal. Please contact support to make a request to process the refund.
Click on Reporting in the menu on the left-hand side of the page.
Under the Payments tab locate the payment you wish to refund and click the link under "From/To".
Click the "Issue Refund" button on the payment details page.
Please note: If the charge is still pending the "Issue Refund" button will not be visible on this page.
Click the "Confirm" button to process the refund.
If successful, great you are done!