Issue a refund in Paypal

To issue a refund in Paypal you will need access to the following programs:

  • Magento
  • Paypal

Follow these simple steps to issue a refund in Paypal:

Note:What is referred to as an "order number" in Magento is called an "invoice number" in Paypal. 

  1. Go to www.paypal.com
  2. Click the log in button in the upper right hand corner.
  3. Enter user name in user name field. Obtain from IT.
  4. Enter password into password field. Obtain from IT.
  5. Click the transaction tab in the top bar.
  6. Enter order number from Magento into the search bar (shown below).
  7. Click on the Email Adress drop down menu.
  8.   
  9. Select Invoice ID.
  10. Set date window as narrow as possible using the calendar buttons to the left of the search bar.
  11. * If you don't have order information other than the order number either:
    1. Click search without modifying date settings
    2. Move the slider settings to previous months and/or years (one month/year at a time).
    3.  
  12. Click on the corresponding invoice number.
Note:Refunds can ony be issued in a 60 day period beginning on the day the transaction is made. If a refund needs to be issued after 60 days it will be issued as a "cash gift".

If the transaction was made more recently than 60 days:

  1. Click the Issue a refund button.
  2.  
  3. Input the amount of money indicated in the magento credit memo into the refund amount field.
  4.  
  5. Click continue

If order is older than 60 days:

  1. Copy the email address located in on the transaction details page.
  2.   
  3. Click the tools tab located in the top bar.
  4. Click send money (located in the Manage your business section).
  5. Paste customers email address in the To (email or mobile phone) field.
  6. Enter the amount to refund as indicated by Magento credit memo in the Amount field.
  7. Select the I'm sending money to family or friends field.
  8. Click continue.
  9. Insert the order number/invoice number into the subject field.
  10.   
  11. Insert the corresponding response from the customer service response template that gives the reason for the refund in the message field.
  12. Click send money button.
  13. Inform the customer they have been refunded in desk.