Issue a Refund

Tags: Keap-Pro

This article applies to:

To issue a refund from within your Keap app:

  1. Navigate to the contact record for the client who's payment you want to refund. You can also locate the payment in the Money page of your app if you aren't sure who made the payment.
  2. Click the Money card in the Contact activity section
  3. Click on the payment you want to refund
  4. Click the Refund button
  5. Click the confirmation link to process the refund
  6. You will receive a message the refund was completed