Process a Refund Using the Virtual Terminal

Merchant Portal

Last Updated: July 30, 2025

Here's an interactive tutorial

               

14 STEPS

1. Start by clicking Gateway.

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2. Click Virtual Terminal.

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3. Select the Payment Method.

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4. For a Credit Card (CC) refund select Refund.

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5. For an ACH refund select Send (Credit).

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6. Enter the Transaction Amount.

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7. For customers without a saved Customer Wallet, complete the Payment Account Details section.

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8. For customers with a saved Customer Wallet, use the Select Customer drop-down to find the customer account.

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9. Select the Customer Wallet.

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10. It is recommended to expand the Billing Information section to verify the Customer Wallet information is correct.

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11. If desired, expand the Optional Information section to enter a Description and Email for the receipt.

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12. Click Process Transaction.

That's it. You're Done!

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