Issuing a Refund on a Customer Payment From Inside Hubspot Contact Record
With our Hubspot integration, you will be able to manage simple functions surrounding customer Subscriptions, Payments and Orders from within the Hubspot contact record. These will automatically sync once you integrate Spiffy with Hubspot.
Issuing a refund on a recent customer payment from within their Hubspot contact record will issue a FULL REFUND on the payment. If you need to issue a partial refund, please handle this from within Spiffy.
To issue a refund on a customer payment from within Hubspot, navigate to their contact record and do the following:
1. Find the recent payment in the Hubspot right sidebar. (Hubspot will display the 5 most recent payments)
2. Click Actions
3. Select Refund
4. Confirm Refund
You will see a small confirmation that the refund has been issued, and when you refresh the Hubspot contact record, the payment will have a Refunded status.
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