--- title: Refund or Void a Transaction description: Learn how to issue full or partial refunds and void unsettled transactions directly from your Receivables History dashboard. --- [Skip to content](https://support.cashflow.io/refund-void-transaction#main-content) - [English](https://support.cashflow.io/refund-void-transaction) - [Français](https://support.cashflow.io/fr/remboursement-ou-annulation-dune-transaction) English Show submenu for translations [SUBMIT TICKET](https://support.cashflow.io/kb-tickets/new?hsLang=en) ![1ef9feff-d100-41b2-b671-44bcd32aa593](https://support.cashflow.io/hs-fs/hubfs/1ef9feff-d100-41b2-b671-44bcd32aa593.png?width=311&height=75&name=1ef9feff-d100-41b2-b671-44bcd32aa593.png) Open main navigation Close main navigation - - [English](https://support.cashflow.io/refund-void-transaction) - [Français](https://support.cashflow.io/fr/remboursement-ou-annulation-dune-transaction) English Show submenu for translations - [SUBMIT TICKET](https://support.cashflow.io/kb-tickets/new) - [Homepage](https://cashflow.io/) [Homepage](https://cashflow.io/) How can we help you today? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://support.cashflow.io/?hsLang=en) 2. [Receivables](https://support.cashflow.io/receivables?hsLang=en) 3. [Receivables History](https://support.cashflow.io/receivables?hsLang=en#receivables-history) # Refund or Void a Transaction ## Learn how to issue full or partial refunds and void unsettled transactions directly from your Receivables History dashboard. ### Overview Cashflow.io allows you to issue **refunds** and **voids** for transactions processed through the platform. Refunds are used for completed (settled) transactions, while voids apply to **pending** transactions that haven’t yet been deposited. Both can be accessed and managed through your **Receivables History**. Use the steps below to process either a full or partial refund, or to void a transaction when applicable. ### How to Refund a Transaction 1. On the **Home **page, click the **RECEIVE **card. - **Note**: it is worth noting that you can also access the **Receive **page through the **Menu **and select **Receive**. ![](https://lh6.googleusercontent.com/Wyh30CfOedgyEEI5HftwEG1x9V_IKsjswNIfsNGFVmCGlaxObue_54oWhWI0cdryzbDu4k6NGFFLqdEEUPhlF6leDvF5W0zlIJJ7_UJkAOuwmTYHgV1rbN0Un5fZPKELqlA4WPqT) 2. At the bottom of the page, click the **Receivables History **link. ![Screenshot 2025-05-12 135836](https://support.cashflow.io/hs-fs/hubfs/Screenshot%202025-05-12%20135836.png?width=560&height=266&name=Screenshot%202025-05-12%20135836.png) 3. Search for the transaction you wish to refund and click on it. This will bring you to the **Transaction Details** page. ![Screenshot 2025-07-23 114842](https://support.cashflow.io/hs-fs/hubfs/Screenshot%202025-07-23%20114842.png?width=688&height=154&name=Screenshot%202025-07-23%20114842.png) 4. Find the **Action Button** represented by a circle with 3 dots inside on the right side under the **Transaction Log**. Click on it and select on **Refund payment**. ![Screenshot 2025-07-23 115011](https://support.cashflow.io/hs-fs/hubfs/Screenshot%202025-07-23%20115011.png?width=688&height=334&name=Screenshot%202025-07-23%20115011.png) 5. You will see a confirmation window asking you "Are you sure you want to REFUND PAYMENT?" Adjust the amount if you want to do a partial refund or keep the same amount for a full refund and add an optional reason. Complete the refund by clicking the **Refund Payment** button. *The status of the transaction of a full refund will be **REFUNDED**. * ![Screenshot 2025-07-23 115052](https://support.cashflow.io/hs-fs/hubfs/Screenshot%202025-07-23%20115052.png?width=472&height=365&name=Screenshot%202025-07-23%20115052.png) **NOTE:** When processing a refund, make sure to consider any **processing or surcharge fees** that were applied to the original payment.  Refer to this article for more details: [Processing and Surcharge Fees](https://support.cashflow.io/processing-surcharge-fees?hsLang=en) ### **How to Void a Transaction** Voiding a transaction is only available when the payment is has not yet deposited or settled (generally within the same day). A **void** cancels the payment before it's finalized, returning the funds to the customer’s card. To void a transaction: 1. **Follow steps 1-3** from above. 2. Find the **Action Button** represented by a circle with 3 dots inside on the right side under the **Transaction Log**. Click on it and select on **Void payment**. 3. A confirmation window will appear asking you "Are you sure you want to VOID PAYMENT?" Add an optional reason and complete the void by clicking the **Void Payment** button. *The status of the transaction of a full refund will be **VOIDED**. * **NOTE:** Partial voids are not possible. If a transaction is already settled, the void option will not be available, and a refund must be used instead. ### Additional Notes - Refunds can generally be issued up to **6 months** after the transaction date. - Voids can only be performed while the transaction is still in an **open batch** or **unsettled** state.   - [News & Updates](https://support.cashflow.io/news-updates?hsLang=en#main-content) - [Feature Releases](https://support.cashflow.io/news-updates?hsLang=en#feature-releases) - [Improvements](https://support.cashflow.io/news-updates?hsLang=en#improvements) - [Getting Started](https://support.cashflow.io/getting-started?hsLang=en#main-content) - [Videos](https://support.cashflow.io/getting-started?hsLang=en#videos) - [Quick Guides](https://support.cashflow.io/getting-started?hsLang=en#quick-guides) - [Account Management](https://support.cashflow.io/account-management?hsLang=en#main-content) - [Account Settings](https://support.cashflow.io/account-management?hsLang=en#account-settings) - [Membership](https://support.cashflow.io/account-management?hsLang=en#membership) - [User Management](https://support.cashflow.io/account-management?hsLang=en#user-management) - [My Profile](https://support.cashflow.io/account-management?hsLang=en#my-profile) - [Contacts](https://support.cashflow.io/account-management?hsLang=en#contacts) - [Receivables](https://support.cashflow.io/receivables?hsLang=en#main-content) - [Manual Payment](https://support.cashflow.io/receivables?hsLang=en#manual-payment) - [Payment Request](https://support.cashflow.io/receivables?hsLang=en#payment-request) - [Receivables History](https://support.cashflow.io/receivables?hsLang=en#receivables-history) - [PayLink](https://support.cashflow.io/receivables?hsLang=en#paylink) - [Recurring Payments](https://support.cashflow.io/receivables?hsLang=en#recurring-payments) - [Payables](https://support.cashflow.io/payables?hsLang=en#main-content) - [Domestic Payments](https://support.cashflow.io/payables?hsLang=en#domestic-payments) - [Cross Border Payments](https://support.cashflow.io/payables?hsLang=en#cross-border-payments) - [Integrations](https://support.cashflow.io/integrations?hsLang=en#main-content) - [QuickBooks](https://support.cashflow.io/integrations?hsLang=en#quickbooks) - [Bring Your Own Payments (BYOP)](https://support.cashflow.io/bring-your-own-payments-byop?hsLang=en) - [eQuote](https://support.cashflow.io/equote?hsLang=en#main-content) - [Managing eQuotes](https://support.cashflow.io/equote?hsLang=en#managing-equotes) - [Customization & Templates](https://support.cashflow.io/equote?hsLang=en#customization-templates) - [Security](https://support.cashflow.io/security?hsLang=en) - [Partners](https://support.cashflow.io/partners?hsLang=en#main-content) - [Partner Setup and Operations](https://support.cashflow.io/partners?hsLang=en#partner-setup-and-operations) - [Merchant Referrals](https://support.cashflow.io/partners?hsLang=en#merchant-referrals) - [FAQ](https://support.cashflow.io/faq?hsLang=en) [![Chill listening crop-3](https://support.cashflow.io/hs-fs/hubfs/cropped-favicon-32x32-2.png?width=24&height=24&name=cropped-favicon-32x32-2.png "Chill listening crop-3")](https://cashflow.io) Cashflow.io - Support Center Copyright © 2025, Cashflow.io