• "I'm trying to refund a customer's card, but I can't find the transaction in the prior transactions list."

 

Important Information 

  • The Refund Prior Transaction screen only appears if the invoice was previously paid using a credit card and the user wants to issue a credit card refund.
  • Payments older than 1 month won't appear by default in the Refund Prior Transactions list. 


Resolution Steps


To view transactions older than 1 month:

  1. Open an invoice that shows the Payment as a line item.
  2. Click Refund to enter Refund mode.
    1. Click Credit Card.  The Refund Prior Transaction pop-up will appear.
    2. Enter the Invoice ID in the search box.
    3. Click Search.


    4. Select the credit card payment available to refund.
    5. Click Issue Refund.

Verification: The transaction can be found, and a refund can be issued.