Process refunds in Sage Intacct – Paystand Help Center
Things to know
- Refunds are issued from the Paystand Dashboard
- Refunds are automatically posted to the related Sage Intacct invoice
- Refunds are only available after the original payment has completed the clearing process
Processing a Refund
1. Click Receivables
2. Select the Invoice for the refund
3. Click Initiate Refund
4. Enter the refund amount. Enable the toggle to include fees in the refund
5. Click Refund
6. A confirmation message appears at the top of the screen
7. The refund transaction appears in the Transactions section with the Refund ID referenced
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Process refunds in Sage Intacct