Easily issue refunds directly from Albi by clicking on any successful payment to view details and access the refund option.
Step-by-Step Guide: Issuing a Refund in Albi
Go to the Payments Reporting Page
From the left sidebar, click on the Payments icon.
This will take you to the full list of payment transactions recorded in Albi.
Locate a Successful Payment
Look for payments marked as Succeeded under the Status column.
These are the only transactions eligible for refunds.
Click on the Line Item
Click directly on the payment line you want to refund.
A detailed view of the payment will slide in from the right side of the screen.
Review Payment Details
Here, you’ll see all the relevant info such as amount, date, billing fee, method, and project name.
Confirm this is the transaction you'd like to refund.
Click the "Refund" Button
In the top-right corner of the detail view, click the Refund button.
A confirmation modal may appear to verify the refund action.
Refund is Processed
Once confirmed, Albi will initiate the refund process.
The transaction will be updated to show a Refund type and Succeeded status when complete.
FAQs & Troubleshooting
Can I refund a failed or pending payment?
No, refunds can only be issued for payments marked as Succeeded.
Will the refund show up in reports?
Yes, refunded payments will be listed with a Refund type and tracked in reporting totals.
How long does it take for a customer to receive a refund?
Refund timelines may vary depending on the card issuer, but most are processed within 5–10 business days.