Issuing Refunds

Step-by-Step Guide: Issuing a Refund in Albi

1. Go to the Payments Reporting Page

   • From the left sidebar, click on the Payments icon.

   • This will take you to the full list of payment transactions recorded in Albi.

2. Locate a Successful Payment

   • Look for payments marked as Succeeded under the Status column.

   • These are the only transactions eligible for refunds.

3. Click on the Line Item

   • Click directly on the payment line you want to refund.

   • A detailed view of the payment will slide in from the right side of the screen.

4. Review Payment Details

   • Here, you’ll see all the relevant info such as amount, date, billing fee, method, and project name.

   • Confirm this is the transaction you'd like to refund.

5. Click the "Refund" Button

   • In the top-right corner of the detail view, click the Refund button.

   • A confirmation modal may appear to verify the refund action.

6. Refund is Processed

   • Once confirmed, Albi will initiate the refund process.

   • The transaction will be updated to show a Refund type and Succeeded status when complete.

FAQs & Troubleshooting

Can I refund a failed or pending payment?
No, refunds can only be issued for payments marked as Succeeded.

Will the refund show up in reports?
Yes, refunded payments will be listed with a Refund type and tracked in reporting totals.

How long does it take for a customer to receive a refund?
Refund timelines may vary depending on the card issuer, but most are processed within 5–10 business days.