Marking a Transaction as Refunded

While voids/refunds must be processed through your payment processing account, you can now flag a credit card transaction as refunded so your reporting (between Suite and your payment accounts) match up!

Here's how:

1. Login to Suite and open the Analytics tile.
2. Select the event you need to adjust from the list (you can also search/filter for quicker access).
3. Select the "Transactions" tab to see a list of all transactions attempted during that event.
4. Identify and select the transaction that was refunded.
5. From the Transaction Details page, toggle refund status on (blue).
6. You can also add an internal note/description from the provided dropdown.
7. Be sure to SAVE any changes you make.

Once a transaction has been marked as refunded:

• Revenue totals in Analytics will be adjusted to reflect the new amount.
• You will notice that there is a new icon next to that transaction in Analytics.

• Lastly, there is a separate widget in the Analytics overview for that event that will list the total amount "refunded".

  

Note: Marking a transaction as refunded does NOT actually process a refund. A refund must be processed through your merchant account - this feature is only for reporting purposes.