Partial or full refunds need to be processed directly through your payment gateway.
Depending on what the refund is for, the platform may automatically create a credit note in Optix (i.e. you cancel a past room booking for a user that had a charge, Optix will automatically credit the user).
In the case that you need to manually issue a refund (i.e. you charged them for the wrong type of plan, they're no longer renting a parking space and you hadn't yet removed the charge from their monthly-recurring invoice, etc.) you can do that within your payment gateway account. We do, however, recommend you also create a credit note in Optix as a record for this for both you and your user, or manually record the refund on your user's invoice.
To process a refund in Stripe:
Log into your Stripe account
Find the charge to be refunded in the payments overview page of your Stripe account
Click the … icon to the right of the charge
Select Refund payment from the menu that appears
In the resulting prompt, select partial refund or full refund
To learn more about how refunds work within Stripe, visit the Stripe FAQ on refunds.
To process a refund through a payment gateway other than Stripe:
Log into your payment gateway account
Find the charge to be refunded
Complete the required refund process by following on screen instructions or referencing your payments gateway's help page
Need more info on Invoices?