Let’s review the process to refund credit card purchases in Nimble AMS–one of our favorite questions during implementations. Whether it’s an event cancellation, an accidental overpayment on an invoice or a merchandise return, credit card payment refunds are easy to process (without needing to cut your customer a refund check)!
Assumptions: client is using Nimble AMS and an Authorize.Net payment gateway. Time to process a refund! There are three conditions to consider when reversing a transaction:

  1. If a transaction was processed on July 15 but later that day the transaction required a refund, Nimble AMS offers the ability to VOID the transaction (since the transaction hasn’t been reconciled by Authorize.Net). Transaction age here is 0 days.
  1. If a transaction age is within 1 – 120 days old, a full refund can be executed through the Nimble AMS interface without needing the know the full 16 digit number. You will be able to identify the CC by the last 4 digits via a drop down on the order’s payment refund page, and the selected transaction/account will be reversed automatically.
  1. When a transaction is 120+ days old, a refund can still be processed however you will need the full 16 digit CC to refund the order (you may use Authorize.Net or ask the customer to get their #). You are still able to refund the amount through Nimble AMS.
To process a refund simply locate and Edit the order
Choose Payments from the right-hand process menu then click the Refund button
 For conditions 1 & 2, select Credit Card refund type and click Save
For condition 3 (when the transaction is 90+ days old), check the Manual box and type in the full 16 digit CC Number, click Save