Processing a Refund or a Void for an ACH Payment

If a bank transaction was processed incorrectly, you can void it as long as the payment batch hasn't been settled.  If the batch has settled, you'll need to issue a refund instead.  Note that bank payments must be voided or refunded for the full transaction amount; partial refunds are not currently supported.

To minimize the risk of a return after refunding an ACH transaction, please review our guide on ACH payment returns.

Processing a Void


To process a void for a recent transaction, click the Payments icon on the left hand side, and then select ACH Bank Payment from the drop down.

processing a void transaction

Next, select the transaction that you want to void.

select a transaction to void

This will open up the transaction details. 

transaction details

On the top right-hand side of the screen, you will see three dots, click to expand the Actions Menu. The bottom option will be to Void the transaction.

actions menu

The Transaction Information screen will now mark the transaction status as VOIDED for your reference.

transaction information

Processing a Refund


If your batch has already been settled, you will not be able to void a transaction, but you can process a refund. Refunds are processed for the full amount of the original transaction, partial refunds are not available at this time. 

The steps to process a refund are the same as processing a void, but instead of clicking on Void in the Transaction Actions menu, you will click on Refund.

refund

Click Yes to confirm that you would like to refund the transaction and a confirmation message will pop-up confirming the action was successful.

The Transaction Information screen will now mark the transaction status as REFUNDED for your reference.

transaction information

The transaction will now show in your list of Latest Bank Account Transactions as a REFUND.

If you process a void, the transaction will not have any payment processing fees associated with it. If you process a refund, the original payment processing fees for the transaction will apply.