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  1. vcita Help center
  2. vcita Help and FAQs
  3. Payments
  1. vcita Help center
  2. vcita Help and FAQs
  3. Payments

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How to Issue Refunds

Refunding your client from your  dashboard is easy.
Navigate to Payments > Payments Received or locate the payment you want to refund in the Payments tab of the client's client card. Select the payment you want to refund and click on the Refund button.
  • If the payment method is Paid (Online) like the example below, it was processed through your payment gateway connected to the platform.
  • If not, then it was recorded manually
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Note: The workflow will depend on the payment gateway that you have configured in your platform settings.

Stripe

If your payment gateway is configured to use Stripe, refunds that are completed from within the platform will record the refund in the platform and Stripe will automatically refund the funds to the client.

Square

If your payment gateway is configured to use Square, refunds that are completed from within the platform will record the refund in the platform and Square will automatically refund the funds to the client.

PayPal

If your payment gateway is configured to use PayPal, refunds that are completed from within the platform will only record the refund in the platform, but this will not trigger PayPal to issue a refund and no currency will be exchanged. To return the actual funds to the client, you will need to issue the refund from your PayPal account. Click here to learn more about issuing refunds from your PayPal account.

Please note: You can only refund full amounts through the platform. If you need to issue a partial refund, do it through your payment gateway by logging into Stripe, Square or Paypal.

Payments by inTandem

If your payment gateway is configured to use inTandem, refunds that are completed from within the platform will record the refund in the platform and your client will automatically be refunded through inTandem.

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Comments

4 comments

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  • Elephant Baby Team

    If issuing a refund via Paypal, how do I record the refund in Vcita?

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  • Kiran S.

    Hi Kilah! Simply navigate to the payment in your vcita account and hit 'Refund'. This will mark the payment refunded without triggering an actual refund if the amount was paid via PayPal.

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  • Sam Jamieson

    How do you complete a part refund?

     

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  • Kiran S.

    Hi Sam! At this time, partial refunds are not possible through vcita. You can log into your connected payment gateway (Stripe, Square or PayPal) and issue a partial refund from there. 

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