You can do one or multiple refunds on a payment up to the total amount of the original payment. Refunds can only be done on payments processed through Weave Payments.
Note: To process a refund, you must have the user role of Super Admin, Payments and Billing Manager, or Payments User.
Weave Payments features are only available to U.S. customers.
Refunds will be processed quickly after initiated and returned to the original payment method. Customers will see the refund on their statement depending on their bank's processing time.
Note: Fees charged to your office for a transaction are not returned if the original payment is refunded.
Process a Refund
- In the Weave Portal select Payments and then Invoices/Payments
- Hover over the invoice you would like to refund.
Choose the Refund icon from the box that pops up.
Tip: You have the option to refund the entire amount of the payment or do 2 or more partial refunds up to the total amount of the original payment
- Select the Refund Reason from the dropdown menu. You can choose from
- Requested By Customer
- Enter the customer’s email address under Customer Receipt Email
- Select Refund
Invoice Status of Refund or Partial Refund
After a refund has been processed, you will see the Invoice Status change from Paid to Refunded or Partially Refunded.
Refund Processing Time
Once initiated, refunds will be submitted to your customer’s bank immediately. Depending on the bank’s processing time, it can take a few days to show up on your customer’s bank account.
You can access reporting that shows all refunds.
In the Weave Portal, select Payments and then Refunds.
To help with your end-of-day and end-of-month reporting, use the quick date buttons along with the summary number on the right side of the screen to view the report and reconcile payments.