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How Do I Delete or Refund a Transaction

Made a mistake recording an offline payment? Need to refund an adoption fee or part of a payment? Here are the steps

Deleting Transactions

You can only delete transactions that were recorded as Offline Revenue or Offline Expense. This is because those transactions took place outside of Pawlytics and you are only recording them for financial tracking but no funds were exchanged through Pawlytics.

Card transactions cannot be deleted but they can be partially or fully refunded. First click the 3 dots at the end of the transaction line and click View Details:

From this page you can upload any relevant attachments and/or issue a refund:

*PLEASE NOTE: The transaction fee cannot be refunded. When you begin to issue a refund, you'll be shown how much of the total payment was the transaction fee and how much is available to refund. Once you confirm you want to refund the amount you've entered, this CANNOT BE UNDONE.