Refunding a Credit Card Transaction

In order to refund a credit card charge, you will want to navigate to the Billing tab within the menu bar or within the specific client's profile.

If searching for the transaction within the main Billing tab, you'll first want to enter the date range for when the transaction was processed . You can then narrow down the list of transactions further by selecting the specific professional and/or the client for whom the transaction was made as well as selecting "Payments" from the All Transactions filter.

All credit card payments will have Payment (Credit Card) listed as their status. Once you've found the desired transaction that you'd like to refund, scroll to the far right-hand side of the screen and click on the "Actions" button within that transaction's row. You'll then click the Refund button which will generate a pop-up window asking you to confirm that you would like to void the payment (screenshot below).

If the payment has yet to be processed, you will receive the following pop-up message.

In this case, you will simply want to try again in another couple of days once the payment has posted.

If the payment has already posted, you will be prompted to either refund the entire amount (box will automatically be checked). If you would like to make a partial refund, you can uncheck the box and enter the amount that should be refunded.

Please note: PaySimple allows for one refund per client per day.

The timeline for when the payment will be processed is at the discretion of both PaySimple and the bank from which the payment was made. For any further information regarding when you'll be able to initiate the refund, please have the client reach out to their bank directly.