Refunds/Returns can be done when a cardholder needs to be refunded for the sale transaction. Returns can only be done to sale transactions that are in a closed batch.  If the sale transaction is still in an open batch, the sale must be voided. If the entire sale needs to be canceled (in the event where the virtual card will not be used) the cancel functionality can be used instead.  


Sales Returns will be debited from your account as part of the Daily Funding process. Sales Returns can be tracked on the “Sales Returns and Voids” in the Daily Data file that is emailed each morning and also in various reports within Analytics. 


Returns may be declined. For more information about declined returns, please Return Authorizations section.


Processing a Full Return

Step 1:

  • Filter (if needed)
  • Select the transaction you need to Refund from the Sales and Purchases grid




Step 2:

  1. Click the 3 vertical dots under Actions on the far right of the screen

  2. Select Return




Processing a Partial Return


Step 1: 

  1. Click the 3 vertical dots under Actions on the far right of the screen

  2. Select Return



Step 2:

  • Enter the amount you'd like to Return in the pop-up window that appears.


For further detail, view Returns in our techincal documentation.