Choose the original payment, enter the refund amount, and review the remaining paid balance. Confirm the provider result.
Why this matters
The event invoice brings together what the client owes, what was requested, and what was received. Review the balance and provider result before changing a schedule, recording a payment, or promising a refund.
Before you start
Open the correct event and invoice. Confirm the existing balance and any recorded payments.
In Releventful
Use Search Events to find the event, open its side panel, and choose Financials under Event Sections. Open the original successful payment and click Refund.
Enter the amount and review the confirmation, then click Refund Payment.
Reopen the payment and provider result to confirm the refund and updated invoice balance.
How to make the most of this step
Open the original successful online payment and use its refund action where available. Review the amount before confirming, then check the provider's result and the remaining invoice balance. Editing the invoice or recording a credit is not the same as returning money to the client.
A useful decision
Use the configured provider's transaction status to confirm whether funds moved. An invoice can show a successful payment before the bank deposit arrives; a refund must be confirmed separately.
Check the result
Review the updated invoice, payment schedule, and client balance. Confirm live payment or refund results with the provider.
Important to know
Editing an invoice record is different from collecting or returning money. Confirm online payment or refund results with the configured provider.