How to Refund a Payment

When correcting a Payment in Kicksite, there are three options: Refunding, Voiding, and Crediting. Learn about the Void and Credit options here.

If you have a billing integration and can process cards or ACH through Kicksite, the Refund process will return the money you collected to its original Payment Method. If the original Payment was collected outside of Kicksite (such as by cash or Venmo), make sure to complete the refund that way as well.

The following instructions are for refunding a full Payment. To learn more about partial Refunds, click here. Please note that only Basys and Stripe support partial Refunds.

How to Issue a Refund

1. Find the Payment you want to refund. There are two ways to do this:
   • In the Finances section, go to the Payments Tab, then sort by Date or Name to find the one you need.
   • Go to a person’s Profile by typing their name in the Universal Search field. In their Finances module, click the Payments tab. If they have a lot of Payments, you can click the View More button until you find the one you need.
2. Click the Refund icon (a dollar bill with arrows).
3. Decide if you will need to collect payment for the amount you’re refunding.
   • If you do not, select Refund and Issue Credit. The Invoice will stay closed and no further action is required.
   • If you still need them to pay you, select Refund with No Credit. The Invoice will reopen and they can use a different Payment Method to settle the balance.
4. Enter a Refund Reason. This is listed on the Payment Details page and the PDF receipt.
5. Click the Refund button.

After Refunding

Once a Refund is issued, it will have its own Details page, and will be listed in the Successful Payments list as well. 

The original Payment will be linked at the bottom of the Refund’s Details page. The Details page for the original Payment will also link to any Refunds associated with it.