How do refunds work in Optix?

As an admin, learn where to process refunds externally and allocate credit to Optix invoices if need be

Sarah L. avatar
Written by Sarah L.
Updated over a week ago

Although you can indicate a refund on a user’s invoice, Optix does not handle the transference of funds. Once you’ve edited or voided an invoice where a user has already paid, you must go into your payment gateway and manually refund your user’s account to ensure they receive payment from your organization.

Follow the steps outlined in this FAQ to assist you in making indications of your refunds in Optix prior to marking them in your payment gateway. If you need assistance in how to provide a refund in your payment gateway account, click here.

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