How to Issue a Partial Refund

The Partial Refund feature is only available to Kicksite customers who have a billing integration with Basys or Stripe, or on Payments collected outside of Kicksite.

What is a Partial Refund?

A partial Refund is when only some of the total amount is returned to the original Payment Method. In some situations, like if someone returns only one inventory item from their purchase, it can be necessary to issue a Refund for part of the total amount paid.

This is just like the normal Refund process, with the additional step of selecting how much you want to refund. You can only refund a successfully processed Payment.

How to Issue a Partial 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. Enter the amount you want to refund in the Refund Subtotal box.
   • Note that taxes and Service Fee, if available, are added to this amount.
4. 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.
5. Enter a Refund Reason. This is listed on the Payment Details page and the PDF receipt.
6. 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 and any other Partial Refunds associated with it 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.

Frequently Asked Questions

How do I know if a Payment is Refunded or Partially Refunded?

Refunds – both partial and full – are listed in the Successful Payments tab. 

A Refund has its total in red on the list, and the original Payment (that the Refund was applied to) has a gray Refunded icon next to its total.

How do I know which Payment a Refund is Refunding?

On both the Refund and original Payment detail pages, there is a section labeled Related to this Payment at the bottom. This lists any refund(s). 

On the PDF receipt, the original Payment information is listed below the current Refund’s info.

Can I do a Partial Refund on an ACH Payment?

Unfortunately, no, you can’t issue a Partial Refund if the Payment was made with ACH (checking account).