As a merchant, you can process a refund by logging into your Simpay Merchant Dashboard, selecting the order, and clicking the Refund button. You will then enter the refund amount and a description, after which Simpay will process the refund to the customer.
Processing a Refund in Simpay
Log in: to your Merchant Dashboard.
Find and select: the specific order you wish to refund.
Click the Refund button: within the order details.
Enter the desired refund amount: and an optional description.
Complete the refund process: by clicking the refund button again. Simpay will then send an email to the customer to confirm the refund has been processed.
Processing a Refund in Plannit
Manual refund or void of a payment originally made online with Simpay.
Integrated with QuickBooks Online
From the Invoices grid :
Click the invoice to open it.
In the Payment Schedule section, click the arrow on the payment line.
Select Void.
Confirm the cancellation of the payment.
Without QuickBooks Online integration
From the Invoices grid :
Click the invoice to open it.
In the Payment Schedule section, click the arrow on the payment line.
Select Refund.
Select the correct refund method, fill in the reference number and note, and confirm the refund of the payment.
