How Refunds Work in SureForms Payments

This guide explains how you can process partial and full refunds for payment entries created through SureForms. Follow the steps below to manage refunds easily from your WordPress dashboard.

1. Open the Order Details

• Go to your WordPress Dashboard.
• Navigate to SureForms → Payments.
• Click on the specific Order you want to refund.

2. Refund Options Overview

Inside the Billing Details section of the order, you will see a Refund button. The system will automatically show the full amount paid by the user.

3. Processing a Partial Refund

If you want to refund only a portion of the total payment:

• Click on Refund.
• Update the amount field to the value you want to refund.
• Add a Refund Note explaining the reason (optional, but helpful).
• Click Process Refund.

After this:

• A Payment Log is generated automatically.
• Refund Status will show Succeeded.
• Payment Status will show Partially Refunded.
• You will also see:
  • Refund ID
  • Payment Gateway used
  • Refunded Amount
  • Total Refunded Amount
  • Refunded By (the admin who processed it)

4. Processing a Full Refund

To refund the full amount:

• Click on Refund.
• Keep the default full amount.
• Add a refund note (optional).
• Click Process Refund.

Once completed:

• Payment Status will change to Refunded.
• Refund Status will show Succeeded.
• A detailed Payment Log will be created, including:
  • Refund ID
  • Payment Gateway
  • Refunded Amount
  • Total Refunded
  • Refunded By

5. Refunds Through Stripe Dashboard

If needed, you can also refund the payment directly from your Stripe account. Any refund processed in Stripe will sync back and appear in the SureForms payment logs.