You can refund a credit card transaction when it has the status Settled. When you refund a credit card transaction:
Breeze reverses the associated credit card receipt and changes the status of the associated charges to unpaid.
The merchant account owner debits your bank account for the total amount of the associated charge and credits the payer's credit card account with that amount. This process takes from 3-5 business days.
Note: You should only refund a credit card transaction if the tenant paid the wrong charge. You should not use this procedure for refunding security deposits -- the original charge for the security deposit will show as unpaid, and there will be no record that the tenant paid it and it was refunded.
To refund a credit card payment
Go to Reporting > Electronic Payments > Credit Card Payments.
Locate the transaction that you want to refund.
Click the Void/Refund link for that transaction.
If the status of the transaction is Settled, the Refund screen appears.
Additional fields that appear if you select Partial Refund:
Note: The Refund screen appears only if the status of the transaction is Settled. If the status of the transaction is Authorized, the Void screen appears instead.
Complete the screen.
Post Month Post Date | The dates default to the current month and date. You can change them if needed. |
Notes | Enter notes if needed. |
Refund with Conv. Fee | Yes If a convenience fee was added, Breeze adds a negative charge for the amount of the fee. No The fee is not refunded. |
Partial Refund? | Refunds the payer only a portion of the charge amount. |
Create Positive Charge | (Appears only if you select the Partial Refund check box.) Breeze creates a positive charge, along with the negative charge. |
Total Amount | (Appears only if you select the Partial Refund check box.) Amount that you want to refund the payer for the charge. |
Charge Code | (Appears only if you select the Partial Refund check box.) Charge code for the partial refund. Typically you would use the charge code originally paid by the receipt. For instance, if the receipt paid rent, then enter the rent charge code. |
Click Refund. Breeze displays a confirmation message.
Breeze reverses the receipt. The status of the charges reverts to Unpaid.