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Refund a Payment
Updated over 2 months ago

Refund a Payment

Refunds can be issued in-app to clients who have made a payment. This guide will show you how to issue a refund for a credit card payment and an ACH bank payment in Canopy.

Please Note:

  • Refunds are for the Full amount and go back to the original method. Partial refunds are not available at this time.

  • There will be a processing fee of $0.20.

  • ACH payments can take up to 7 days to complete. Once the payment is fully processed, you can issue a refund.

  • Adyen does not support payment cancellations. You'll need to wait until the payment is fully processed before issuing a refund.

1. Navigate to Billing from the navigation bar

2. Click Payments

Alternatively, you can navigate to the client's Billing tab and select Payments.

3. Click the payment number you would like to refund to open the payment receipt

4. Click Refund Payment

The Refund Payment window will open.

Canopy Tip: If payment sync is enabled for QBO, you'll need to log in and manually record the payment.

If needed, make a note. This will appear within the transaction history on the payment receipt.

5. Click Process refund

6. The Refund Submitted window will appear

Options available are the following:

  • Done

  • Download (download the Payment Receipt)

  • Print (print the Payment Receipt)

Refunds can be found in either of these sections:

  • Global Refund Tab

  • Client Level under "Refunds"

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