Issuing a Refund
To issue a refund for a Tesorio Pay payment, start by navigating to the Portal Payments workspace and selecting Manage Workspace.
In the workspace drawer, locate and select the "Transaction details" column.
This will add the column to your payment table, making transaction details visible for all Tesorio Pay payments.
Once the Transaction details column appears in your table, find the payment you want to refund and click on the transaction details link associated with that payment. This will open a popup window with detailed payment information and a button to issue a refund.
Click the Refund payment button to begin the process.
You'll be prompted to select a reason for the refund from the dropdown menu and enter the refund amount. After reviewing the details, click the "Refund $xx.xx" button (which will display your entered amount) to complete the refund.
You will get a confirmation that it is sent and once successful, it will appear in your reports.
Need Help?
If you encounter any issues while issuing a refund or have questions about the refund process, please contact Tesorio Support for assistance.