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:
You can choose between a full or partial refund, with payments returned to the original payment method.
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. Click the Billing tab on the Navigation bar.
2. Click the Payments tab from the menu.
Alternatively, you can navigate to the client's Billing tab in the client record 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.
5. Select Full Refund or Partial Refund.
If Partial Refund is selected, add the partial refund amount in the text box.
If needed, make a note. This will appear within the transaction history on the payment receipt.
6. 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"
