How to refund an online payment?

You can issue an online refund to anyone who paid through one of your membership, donation, event, or online shop forms. An online refund is only possible if your e-wallet balance covers the amount to be refunded. If the balance is insufficient, refund the person offline, then record the entry in your accounting.

• How to refund an online payment when the e-wallet balance is sufficient?
• What to do if the e-wallet balance is insufficient or empty?
• What are the e-wallet limits you should know about?

How to refund an online payment when the e-wallet balance is sufficient?

1. Open the registrant list for your form.
2. Click on the relevant transaction to open its detail page.
3. Verify that the full payment for the transaction has been received.
4. Click Refund All to refund the entire transaction, or Refund This Sale to refund a single sale only.

The refund accounting entries are automatically recorded in your accounting.

What to do if the e-wallet balance is insufficient or empty?

If the available balance in your e-wallet is less than the amount to be refunded, an online refund is not possible. For example, you need to refund $200 to a member, but your e-wallet only has $150.

1. Refund the person offline, by check or cash.
2. Manually record a refund entry in your accounting by following the article Refund a transaction or a sale.

What are the e-wallet limits you should know about?

You cannot add money to your e-wallet: a transfer from your bank account to your e-wallet is not possible. The only way to fund your e-wallet is to receive online payments through your forms.

Learn more

• Refund a transaction or a sale
• View your e-wallet and the details of past and upcoming payments

📘 Discover our complete guide to online payment on Springly.