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internet:hosting:whmcs_refund

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Void or Refund a Payment in WHMCS

Refunds

This applies to most payments including captured/authorized credit card transactions that have already been settled in the nightly credit card batch processing.
  1. Edit the invoice that was overcharged/overpaid
  2. Add a line item documenting the refund using a negative dollar amount
    • Be sure to match the refund dollar amount and the taxation checkbox
  3. 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

This applies to captured/authorized credit card transactions that have not yet been settled in the nightly credit card batch processing.
  1. Log in to the gateway/processor control panel
    • Quantum Gateway
  2. Void the transaction
    • Stops the settlement
    • Home → Reports → Batches/Settlements
  3. Edit the WHMCS transaction
    1. Delete the payment transaction at the bottom
    2. Mark the invoice unpaid, if desired
  4. Delete the WHMCS transaction, if desired
internet/hosting/whmcs_refund.1579018067.txt.gz · Last modified: 2020/01/14 09:07 by gcooper