NOTE: If doing a partial refund, use the virtual terminal instead. 

Haven't yet applied the receipt to a sales invoice

1. Bring up the original receipt for the transaction.
2. Underneath Credit card payment, click Approved-Issue Refund. This will create a negative Receipt.
3. Select Process. This will open the Sage Exchange virtual terminal and will show the amount refunded as a positive number.
4. Select Submit.

Already applied the receipt to a sales invoice

1. Reverse the Accounts Receivable amount on the General Ledger with a General Journal Entry. See How to create a General Journal Entry.
2. If needed, key in a new sales invoice.

Processed the credit card in the Amount Paid at Sale on the invoice

1. Record the refund in Sage 50. When creating the refund payment, use the same cash account connected to your Paya merchant account.
2. Log in to the Paya Exchange at sageexchange.com/sep/default.
3. Use the Transaction Search, located in the Reporting menu, to find the charge you want to refund.
4. Click Process.  This will open the one-time transaction page and auto-complete the fields with information from the original transaction.
5. Under the Order Confirmation section, change the Transaction Type to Credit.
6. By default, the amount will match that of the original sale (a full refund).
   • If it’s only a partial refund, change the amount to the correct refund amount
7. Click Submit Transaction.