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Issue a Refund

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What's in this Article

Applicable Roles/Permissions/Licenses

  • Roles: Any
  • Permissions: Create, Edit, & Refund Payments
  • Licenses: Time & Billing

Refunds with Paysafe: Refunds with Paysafe can only be applied to payments under $500.00. If a refund is over $500.00, it will automatically decline and you will have to process the refund outside of Canopy.

Refunds can be issued in-app to users 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.

Issue a Refund

1. Click Billing and select Payments from the secondary navigation panel.

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2. Click the Payment # for the payment you want to be refunded.

As needed, you can filter the payments list by clicking on any of the column headers.

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3. Click on the Refund payment button on the receipt popup.

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Issue a Refund for a Credit Card or ACH Payment

4. Verify that all of the information is correct.

  • Refunds will be issued to the card or bank account that was used to make the payment.
  • The refund date will default to the current day.
  • Refunds can only be made in the full amount.

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5. If needed, add any notes in the provided text box.

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6. Click Process refund to initiate the refund. 

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  • A confirmation screen will pop up, showing all refund information
    • You can Print or Download the receipt information by clicking the associated icons on the confirmation screen.
  • Click Done to close the confirmation screen and return to the payment report.