Add Refund Categories

Set custom refund categories using the following steps:

  1. Navigate to Settings > Billing > Refund Categories
  2. Click the green + button in the upper right corner
  3. Type the refund category in the "Name" section
  4. The "Active" section will default to No
    1. Choose Yes to allow admin to use this as a refund category for future refunds
  5. Click Save!

Once you create the refund category, you will be able to toggle it on and off whenever you need to. Once the category is active, you can begin selecting it when creating a refund under Refund Category.