How do I refund my customers from Paperform submissions?

If you have a Braintree, PayPal Business, Stripe, or Square (web only, no Point of Sale) account connected to your Paperform forms, you can issue a refund to your customers without ever having to leave your Paperform dashboard.

Here’s how:

Go to your Paperform dashboard
Select the ‘Submissions’ button of the desired form.
Find the submission you want to refund in the list of submissions, and click on the “refund” link on the appropriate row.
Click on the hyperlinked ‘Refund’ for the submission you wish to refund. You will then see a confirmation of this refund - select ‘OK’.
The window will think for a few seconds; “Refunding…”, and then display a confirmation window.
Once complete, the submission you have refunded will now display without the hyperlink, and with a strike-through.

All done! The amount will be refunded to that customer.

Alternatively, you can refund the customers by logging into the payment gateway that you are using.

Can I change the message for "sold out" products?

You can change the message for "sold out" products by creating a translation in "Theme".

Can I have a payment field that doesn't take payment, like a quote or order form?

You can set up your forms so that they don’t take payment upon form submission, regardless of the price by selecting the "No Account (Don’t take payment)” option in the payments account configurations.

How do I add or manage payment accounts so I can take payments?

You can add and manage connected payment accounts via Account Services in your Paperform Account Settings.

Related Articles