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How to Refund a Transaction in the ValPay Unified Portal

This article walks you through how to refund a payment using the ValPay Unified Portal. Refunds are processed directly from the Payments tab and are available only for eligible transactions.

Melissa Good avatar
Written by Melissa Good
Updated this week

Step 1: Go to the Payments Tab

From the left-hand navigation menu, select Payments.

Here, you can:

  • Use filters (date range, store, payment method, status, etc.), and/or

  • Search by transaction ID or last 4 digits of the card

to locate the transaction you want to refund.


Step 2: Select the Transaction

Once you’ve found the transaction:

  1. Select the transaction from the list

  2. A side panel will open displaying the transaction details


Step 3: Review Transaction Details

In the side panel, review the transaction information, including:

  • Transaction status

  • Amount

  • Payment method

  • Store

  • Date and time

At the bottom-left of the side panel, you’ll see an Action button labeled Refund.


Step 4: Select Refund

  1. Click the Refund button

  2. A refund pop-up will appear showing the transaction details


Step 5: Review Refund Eligibility

Within the refund pop-up:

  • The transaction status will indicate whether the transaction is refundable

  • If the transaction has already been refunded or partially refunded, the pop-up will display the remaining refundable balance

Note: If a transaction is not eligible for refund, the refund option will be disabled.


Step 6: Enter Refund Amount

  1. In the Refund Amount field, enter the amount you wish to refund

  2. The refund amount must be less than or equal to the original sale amount

  3. Partial refunds are supported, as long as the remaining balance allows it


Step 7: Submit the Refund

Once the refund amount is entered:

  1. Confirm the refund details

  2. Submit the refund

You will receive a confirmation once the refund has been successfully processed.


Step 8: Verify the Refund

After submission:

  • The refund will appear in the Payments tab

  • The original transaction will update to reflect the refunded or partially refunded amount

You can also view refund details by selecting the transaction again.


Important Notes

  • Refund availability depends on the transaction status and settlement state

  • Fully refunded transactions cannot be refunded again

  • Partial refunds reduce the remaining refundable balance


Need Help?

If you have questions about refund eligibility, refund status, or do not see the refund option, please contact [email protected].

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