How do I see payments readers made and refund one?

Where: Readers & money → Orders & refunds

Open this page: admin.<your-site>/money/orders (replace <your-site> with your site address). In the menu it sits under More.

Before you start

• Connect a payment gateway in Settings → Readers & money → Connections → Payments.
• Only the site owner can give refunds, and you must confirm it’s you first.

Steps

See orders

1. Open Readers & money, then Orders & refunds.
2. Filter by Status and by Test or live (All, Test mode, Live mode).
3. Tap an order to open Order details.

Give a refund

1. Open the order and tap Refund.
2. Choose Everything left or Part of it. For part of it, type the Amount. It can be at most what is left.
3. Choose a Reason. Add a Note for your team if you want.
4. Tap the refund button and confirm: "Refund … to …? This can’t be undone."
5. Confirm it’s you when asked.

Get an invoice

1. Open the order and tap View invoice.
2. Tap Print or save as PDF.

Good to know

• An order is paid only after the gateway’s signed message arrives.
• The order shows the amount, status, mode, GST breakdown, payments, refunds and the gateway events.
• The GST credit note is created when the gateway confirms the refund. Until then you see "Pending at the gateway — we’ll confirm within a few minutes."
• Test mode: no real money moved. Test orders use their own TEST invoice series, so your real invoice numbers have no gaps.
• If a reader disputes a payment with their bank, their access is paused until the dispute ends. Answer it in your gateway dashboard. If they win, the money is taken back, access is removed and a credit note is issued.
• To see one reader's orders, open the reader and follow the link. Use Show all readers’ orders to go back.

Common problems

• "No orders yet." Try a small test payment from Settings, Payments.
• "Nothing was refunded. Confirm it’s you to refund." Sign in again when asked, then retry.
• "The payment connection for this order isn’t working. Fix it in Settings → Readers & money → Connections → Payments, then try again."
• "Printing didn’t start. Use your browser’s print menu."

Questions

Related

• Check payments match
• Subscribers
• Plans
• Readers