
How to Process a Refund or Void a Transaction in Infusionsoft
STEP 1: On the client’s file go to the ORDERS tab and click the item to be voided or refunded. STEP 2: When the order opens, click REFUND PAYMENT. STEP 3: Make sure you check the refund box, enter the amount to be voided / refunded, enter the reason for the refund, and click next. [...]