Refund a virtual card payment from CSI

You might want to refund a virtual credit card payment that you made through Vendor Payments powered by CSI.

Reasons to refund a virtual card:

• The vendor said that they accept credit card payments, but it turns out that they do not accept virtual credit cards.

• The virtual card amount exceeds the amount that they can accept through card.

When you refund a virtual card payment, the virtual card is blocked to prevent it from being processed. The payment is reversed and the bill goes back to the Pay Bills page to be paid.

1. Go to Accounts Payable > All > Payments > Posted payments.

2. Find the virtual card payment that you want to refund.

3. Select More actions > View at the end of the row.

4. On the History tab, select Refund payment. This creates a block on the virtual card and initiates a refund from CSI.
5. Void the posted payment.

1. Go to Accounts Payable > All > Payments > Posted payments.

2. Find the virtual card payment that you want to refund and select View next to it.
3. On the History tab, select Refund payment. This creates a block on the virtual card and initiates a refund from CSI.
4. Void the posted payment.

Next step: Send the vendor an enrollment email so they can update their preferred payment method.

After they enroll in a different payment method, you can pay them again.