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Sign in to a PlayerFirst website.
On the left navigation, click Sales > Invoices.
Use the search and filters to find the invoice you want to refund.
Click the invoice number to open the invoice.
Under Payment Schedule and History, click on the payment you wish to refund.
Click Refund.
Gross Amount: This will default to the total amount paid by the client on the selected payment. To refund the item in full, change make sure this amount is equal to the full item cost. If refunding multiple items, the refunded amount should be the sum of all items being refunded.
Admin Fee: Skip this section.
Admin Fee Division: Skip this section.
Method: This will default to the Original Electronic Payment Method (ACH in this case)
Click Process Refund.
The refunded amount will now show under Balance as a balance due.
Under Invoice Items, click the refunded item(s).
Click Delete Line for each item refunded.
Confirm that the balance on the invoice now shows as $0.
Admin Notes: Add a note with today’s date, a brief explanation of the actions taken, and your
initials.