InkSoft Payments Refunding Transactions

Refunding customer payment transactions in InkSoft can be accomplished in a few different, convenient ways depending on the nature and reason for the refund. 

Complete Transaction Refunds

To get started, navigate to Payments > Transactions. You’ll have two ways to take action on a transaction:

• Click on the transaction ID itself to view the details. You can then Void or Refund the transaction based on its status.
• Click on the more options menu (3-dot icon to the right). You can then Void or Refund the transaction based on its status.

You can also completely refund a transaction from the Order Details view within the Order Manager:

• Navigate to the Payment Details card on the right. You can then Void or Refund the transaction based on its status.

Partial Refunds

When an order is edited after being paid and it results in a overpayment, it is considered a partial refund and the balance owed will be refunded automatically to the customer provided the payment has settled.

Q: When partially refunding an order containing multiple payment methods, can I select the payment method to be refunded?

A: At this time, it is not possible to select the payment method being refunded during a partial refund, but the following order of operations will be used when deciding how to refund payments on an order. It will continue processing through these rules selecting payments to refund until the refund amount is fulfilled. Each match below will be sorted by largest to smallest value and then by date of transaction.

1. Gift Certificates
2. Debit Cards and Credit Cards without Surcharges
3. Credit Cards with Surcharges
4. ACH payments

Note: Surcharge amounts are not considered part of the amount allocated for refunds. Cash payments will always need to be manually refunded.

Refunding When Surcharging is Enabled

If surcharging is enabled and the customer credit card transaction was assessed a surcharge fee, it will be automatically refunded to the end customer in the following scenarios:

1. An order is refunded completely. 
2. A partial refund covers an entire payment transaction that was assessed a surcharge.

Example Scenarios:

• A 100$ order is paid $50 via Gift Certificate and $50 via credit card assessed a 3% surcharge for a $51.50 charge on the card.
  • A $20 refund is issued for the order: the gift certificate will be refunded $20.
  • A $60 refund is issued for the order: the gift certificate will be refunded $50 and the credit card refunded $10.
  • The order is refunded in full: the gift certificate will be refunded 50$ and the credit card is refunded $51.50.
• A 100$ order is paid as a $20 down payment via credit card assessed a 3% surcharge, and paid in full upon pickup with another $80 payment assessed a 3% surcharge. Two payments are taken on this order, one at $20.60 and the second at $82.40 total charges, for $103 total charges on the $100 order.
  • A $20 refund is issued for the order: the $80 payment will be refunded $20.
  • A $90 refund is issued for the order: the $80 payment will be refunded in full for $82.40, and the leftover $10.00 will be refunded from the first payment of $20.
  • The order is refunded in full: both transactions are refunded to the customer for $103 refunded to their card.