Refund part of a payment

You don’t have to give the whole payment back. You can return part of it now and the rest later.

Do it

1. Go to Reporting → Transactions, find the payment, click the three dots at the end of the row, then Reverse Transaction — the same first step as Refund a payment.
2. Replace the amount in Reverse base amount with the part you’re giving back.
   The line underneath tells you how much base is still available.
3. Check Refund to customer, then confirm.

Refunding a credit memo

A credit memo can’t be processed on its own. It’s a negative amount, and trying to take it through Process Transactions gives the error Failed to calculate price profile.

Instead, find the payment the customer originally made and refund part of it. Put the credit memo number in the credit memo field if your dealership uses one.

Coming back for the rest

You can reverse the remainder later, in as many goes as you need. The available amount drops each time.

Once it’s been fully refunded, the option to reverse it disappears from the menu.

Related: Fixing a transaction — start here · Refund a payment · Why did the customer get back less than they paid? · I can’t refund this