Overview
Use policies, approval thresholds, and audit notes to refund safely.
Prerequisites
Permissions required
Steps (3)
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1
Locate the charge
From the customer timeline, open the payment and click **Refund**.
Tips
Validation
Success criteria
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2
Enter amount and reason
Choose full or partial amount and select a reason code (e.g., damaged item).
Tips
Validation
- Policy allows refund without dual-approval for the entered amount.
Success criteria
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3
Obtain approval if required
Requests over threshold route to approvers via ActionDesk task.
Tips
Validation
Success criteria
- Refund event logged and receipt sent to the customer.
About this guide
PayStream unifies payments for your workspace. Create invoices or subscriptions, accept global methods (cards, wallets, bank pay), and automate dunning with email/SMS links. Providers are pluggable, so you can route by region or fail over without rewriting flows. Agents issue refunds and send secure payment links from Agent Desk; receipts and PDFs are stored in SecureStore, and every event hits your FlowForge automations and Chronicle timeline.
Security-first design: tokenized instruments, least-privilege keys, signed webhooks with idempotency, and exportable audit logs. Finance and CX teams get shared metrics in InsightLake—auth rates, recovery, refunds, and MRR/ARR.