FullsteamPay: Refund a Transaction Using the Manual Process

This article explains how to manually refund a payment that was processed through FullsteamPay. Use this process when the transaction is eligible for a refund and you need to complete the refund from Pulse.

Before You Begin

• The transaction must be in Funded status before it can be refunded.
• ACH payments typically require at least 7 days before they are eligible to be refunded.
• If the transaction was processed today and it is before 8:00 PM Central Time, you may be able to void the transaction instead of refunding it.
• Refunds completed through the manual process must also be manually recorded in QuickBooks.

Refund the Transaction in Pulse

1. Open Pulse from the left menu.
2. Select Transaction Search from the left menu.
3. If you have more than one merchant account, choose the correct merchant account in the filters, then select Search.
4. Find the transaction that needs to be refunded.
5. Select the Transaction ID to open the transaction details.
6. Select Refund in the upper-right corner.
7. Confirm the refund amount. If you need to issue a partial refund, update the amount before submitting.
8. Submit the refund and confirm that the refund was successfully processed.

After the Refund Is Processed

• Allow the FullsteamPay sync to run. This may happen automatically overnight, or you may be able to select Sync FullsteamPay if available.
• Review the transaction to confirm it shows as refunded.
• Manually record the refund or credit in QuickBooks, since the manual refund process does not automatically create the QuickBooks refund entry.

Use the Automated Refund Process (Optional)

Qvinci RoyaltyHub also supports an automated refund process for eligible voids or full refunds. When available, this option allows you to process the void or refund directly in Qvinci RoyaltyHub and record the update in QuickBooks automatically.