====== Void or Refund a Payment in WHMCS ======

===== Refunds =====

<note>This **applies to most payments** including captured/authorized credit card transactions that **have already been settled** in the nightly credit card batch processing.</note>

  - Edit the invoice that was overcharged/overpaid
  - Add a line item documenting the refund using a negative dollar amount
    * Be sure to match the refund dollar amount and the taxation checkbox
  - Select the //Refund// tab to issue a refund 
    * Be careful to set the //Refund Type// and the dollar amount if it's a partial refund
    * Leaving the dollar amount blank will refund the entire amount

===== Void Unsettled Credit Card Transaction =====

<note>This applies to captured/authorized **credit card transactions that have not yet been settled** in the nightly credit card batch processing.</note>

  - Log in to the gateway/processor control panel
    * Quantum Gateway
  - Void the transaction
    * Stops the settlement
    * **Home -> Reports -> Batches/Settlements**
  - Edit the WHMCS transaction
    - Delete the payment transaction at the bottom
    - Mark the invoice unpaid, if desired
  - Delete the WHMCS transaction, if desired
  - Remove Credit from account
    - In WHMCS go to Summary, Manage Credits and delete credit created by the CC transaction.