Issue credit card refunds

 

Customers who use Billtrust as their credit card payment facilitator (PayFac) can issue refunds right from the Payments tab of the platform. If you cannot void or refund a transaction, please ensure that your admin has set your permissions appropriately.

 

If Billtrust is not your PayFac, you can issue the customer a credit. You can also refund credit card transactions through your company's merchant/processing gateway, but such refunds are not recorded in the Billtrust platform.

 

To issue a refund from Billtrust:

1. Go to the platform, then select Payments → Transactions.
2. Select the desired payment.
   
   1. Payment detail drawer opens.
3. Select Refund.
   1. Refund transaction drawer opens.
4. Enter the amount to refund.
5. Optional: Enter a reason for the refund.
6. Optional: Enter email addresses for refund receipts.
7. Select Issue Refund.

Note: You can refund payments processed within the last 45 days without resubmitting credit card information. Card data must be reentered for payments older than 45 days. At this time, platform-initiated refunds do not appear in daily payment files.