How do I issue a refund?

Exciting news! Our ConnectBooster Support documentation is moving to a new location. Be sure to bookmark the new link below.

Refunds are usually issued through the BNG Gateway.

  • This may differ depending on your particular processing integration

Log in at

  • If you are unable to login, please contact the main account holder or [email protected] to reset login credentials.


Find the transaction using the Transaction Reports in the left-hand menu, or by selecting Transactions under Reporting Use the "Search Transactions" Report set of criteria.

We like to include the Amount Range and Start/End Date criteria to narrow the search results

Click on the "Transaction ID" link to access the details page. Once on the details page, select and confirm "Refund" from the top left corner.

  • If you have the option to "VOID", that is usually preferred as it stops the transaction from fully committing!
  • You will have the option to send an E-Mail Receipt

With this complete you will need to manually update QuickBooks and zero out or delete the original payment receipt created by ConnectBooster. Doing so will re-open the invoice and allow it to be paid again at a later date!

NOTE: If the invoice was originally paid by Auto-pay, it will be again if you do not turn off the auto-pay on the affected client’s CB portal settings.

A video walking through this process can be found HERE.