Refunding A Payment

You can issue a refund in Teesom from the Customer Account screen. The process differs slightly depending on whether the payment was made through an Integrated Gateway or manually entered.

Regardless of the payment type, the first step is to unapply the payment on the Customer Account screen.

To access a customer’s account, open the Main Menu and select "Customers." On the "Customers" screen, search for the customer and click their name to open their account page.

On the “Customer Account” screen, under the Transactions tab, click on the “Filter” dropdown menu and select “Payments”:

Find the payment then click the '3 dots' and select "Unapply" to open the Unapply screen:

For Integrated Gateway Payments: Do not click on 'Manually Void' - that will delete the payment instead of simply unapplying it.

After unapplying the payment you will be able to access the "Refund" option, also via the '3 dot' menu.

For a comprehensive walkthrough on refunding an Integrated Gateway Payment, please refer to: Refund An Integrated Gateway Payment

To instead see how to refund a manual payment, please see: Refund A Manual Payment

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