If you have a payment with unapplied and applied funds and you need to refund the unapplied amount and some of the applied funds, you can select this option. *If the total will equal the whole amount you can simply refund the entire payment, but if there will still be some payment applied to order this is the option to choose.
1. Open the Payment Wizard
Payment wizard details are located here.
2. Select which invoice(s) to unapply payment from and decide whether or not to cancel the invoice
Payments linked to invoices that you do not select will remain applied and will not be refunded. If you do not cancel the invoice the balance will remain on the contact's record until payment is applied. If you do not intend to apply payment you may prefer to cancel the invoice.
A check refund will create a refund record linked to the payment record. You will have to run a workflow to deactivate this refund as processed once the check has been sent out.
A cash refund will create a refund record linked to the payment record. You will have to run a workflow to deactivate this refund as processed once the cash has been given to the customer.
Refund directly to Credit Card will send the request through your payment processor. The refund record will still be created and linked to the payment but will deactivate automatically if the refund processes successfully.
3. Confirm Information and Submit
The record already had $400 unapplied. Once the additional $150 is uanpplied the total refund will be $550 for this example.