Refunds

This quick video shows how staff process a refund directly from a transaction in ProSight, with every step logged automatically.

How do staff process a refund in ProSight?

What it does: ProSight lets staff process refunds directly from the transaction details page,  no back-channel coordination, no manual recordkeeping required.

How it works: Staff with refund permissions select the refund button on the transaction details page. From there, they choose the refund type; full, partial, or line item, based on your agency’s configuration. Enter a reason from a dropdown, and add an optional note. A preview screen gives staff a chance to confirm the details before submitting.

Once processed, the transaction history updates immediately, logging the timestamp, the staff member’s name, and the reason entered. Every refund is documented automatically.