There are multiple ways to access an invoice and issue a refund within Chargezoom.

From the Dashboard

Recent payments listed on the dashboard can be used to access invoices quickly. Click the invoice number then use the dropdown menu to select “refund”.

From Transactions tab

From the dashboard, choose Transactions

From the list view, use the Action dropdown menu to select “refund”

From the Invoices tab

By default, the Invoices tab will show all current invoices. To find a specific invoice by number, use the Search bar.

Alternately, you can use the dropdown menu to filter transactions by “paid”.

Paid invoices can be refunded using the Action dropdown menu.

On the invoice

While viewing a paid invoice, use the dropdown menu to select “refund”

From Customer Profile

On the Invoices tab of the Customer Profile, use the dropdown menu to view paid invoices. Paid invoices can be refunded using the Action dropdown menu.

On the Transactions tab of the Customer Profile invoices can be refunded using the Action dropdown menu.