How to issue a Refund

Employee Users who are either Administrators or Record Type Administrators are able to refund payments. This option is not available to public users/applicants.

Refunds can be issued automatically through your ViewPoint Cloud site.

To issue a refund:

  1. Go to the Payment Step in the record's Timeline.
  2. In the Payments section, click on the 3 vertical dots next to the payment.
  3. Select Refund.

 

In the pop up that appears:

  1. Select if it's a Full Refund or a Partial Refund.
    • If it's a Partial Refund, you'll be prompted to enter the amount.
  2. Click Refund. 

 

The step will automatically refund the amount back to the applicant and recalculate to reflect that the refund was issued. The applicant will also be sent an email confirming the transaction. If the applicant owes any money, the step will reactivate and they will be prompted to pay the amount due. 

Please note: This will refund the payment through Stripe. You do not need to log in to your Stripe account to process the refund. If you process a refund through Stripe, it will not be reflected in your ViewPoint Cloud site.

Important: Once a payment is refunded, it will be accounted for in the Payments reports and on the record. The payment does not need to be voided. For more information on voiding payments, please see our article, Voiding Payments.

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