Aaniie Payments allows agencies to issue full or partial refunds for previously processed payments directly from the Aaniie Payments Transactions page.
Processing a refund through Aaniie Payments returns the funds to the client's original payment method.
However, the refund process does not automatically update the receipt amounts associated with the payment. After processing the refund, the related receipt must be adjusted to accurately reflect the amount retained by the agency.
This ensures invoice balances, receipts, and payment records remain accurate.
Common reasons for issuing a refund include:
Duplicate payments
Overpayments
Billing corrections
Service cancellations
Customer service adjustments
Partial reimbursement requests
Refunds may be issued for either:
The full payment amount
A portion of the payment amount
Navigate to:
Menu → Accounting → Aaniie Payments Transactions
This page displays all payment activity processed through Aaniie Payments.
Find the payment that needs to be refunded.
Review the transaction details.
Verify the payment amount and payer information.
Only previously processed payments can be refunded.
Locate the payment.
Click the Refund action icon located in the Actions column.
This opens the refund processing window.
Enter the amount to be refunded.
Original Payment: $100.00
Refund Amount: $100.00
Result:
Entire payment is refunded.
Original Payment: $100.00
Refund Amount: $25.00
Result:
$25.00 is refunded.
$75.00 remains applied.
The refund amount cannot exceed the amount originally captured.
Click:
Process Refund
The refund is submitted for processing.
Refunds are generally returned to the client's payment method within approximately:
3 business days
Actual processing times may vary based on the financial institution.
After the refund is processed, the receipt must be adjusted manually.
The refund returns money to the client, but the original receipt still reflects the full payment amount.
Updating the receipt keeps:
Invoice balances accurate
Payment history accurate
Client account balances accurate
After the refund is submitted:
Select Manage Receipts.
Open the receipts associated with the payment.
This displays the receipt originally created from the payment.
Locate the receipt generated from the refunded payment.
Click the edit pencil icon.
Update the payment amount to reflect the amount actually retained.
Original Payment:
$100.00
Refunded:
$100.00
Updated Receipt Amount:
$0.00
Result:
No payment remains applied.
Original Payment:
$100.00
Refunded:
$25.00
Updated Receipt Amount:
$75.00
Result:
The receipt accurately reflects the amount still applied to invoices.
After updating the receipt amount:
Review the changes.
Click Save.
The receipt now accurately reflects the amount collected after the refund.
After completion:
Verify:
Refund processed successfully.
Receipt amount reflects the adjusted payment.
Invoice balances are correct.
Client account balances are accurate.
Refund entire payment.
Update receipt amount to $0.00.
Save receipt.
Refund portion of payment.
Reduce receipt by refunded amount.
Save receipt.
Issue refund.
Adjust receipt.
Reapply payment if necessary.
Refund duplicate charge.
Update associated receipt.
Verify invoice balance remains correct.
Verify:
The payment was successfully processed.
The payment has settled.
The transaction is eligible for refund.
Review:
Original payment amount.
Refund amount processed.
Updated receipt amount.
Verify:
Receipt adjustments were completed.
The correct receipt was edited.
Changes were saved successfully.
Allow approximately 3 business days for processing before contacting support or the client's financial institution.
Always update receipts after processing refunds.
Verify refund amounts before submitting.
Document the reason for the refund.
Review invoice balances after adjustments.
Confirm successful refund processing before modifying receipts.
Retain records of all refund activity for auditing purposes.
Aaniie Payments allows agencies to process both full and partial refunds directly from the Aaniie Payments Transactions page. After issuing a refund, it is essential to update the associated receipt so that payment records, invoice balances, and client account balances accurately reflect the amount that was ultimately retained.