How to Issue Multiple Refunds in the Valor Portal

Step 1: Locate the Transaction

1. Log into the Valor Portal and navigate to the Transactions module in the sidebar menu. 

2. Search for and find the specific transaction you wish to refund.

3. Click the vertical ellipsis (⋮) next to the transaction row.

4. Choose Issue Refund from the dropdown.

Step 2: Issue the First Refund

1. The Refund Confirmation dialog will open and display the original transaction amount, cardholder information, etc.

   1. You can enter the refund amount where you see the original dollar amount.

   2. (Optional) Enter the phone number or email address to which a receipt should be sent.

2. Click Proceed to execute the refund.

Step 3: Refund Confirmation 

1. You will then see a confirmation screen showing the refund status (e.g., succeeded, pending).

2. Click Close to return to the Transactions list.

Step 4: Verify the Refund

Back in the Transactions list, you should now see:

• The original transaction row, plus

• A new refund transaction row (linked/associated) showing the refunded amount.

If you still need to issue another refund on the same original transaction (because for example you refunded part of the amount and left a remaining refundable balance):

1. Locate the original transaction again (not the refund row).

2. Click the vertical ellipsis (⋮) → Issue Refund.

Step 5: Enter the Remaining Refund Amount

1. The Refund Confirmation dialog will open. It will show the maximum refundable amount which equals:

   • Original transaction amount minus the amount already refunded. 

2. Enter the additional refund amount (which must be ≤ that remaining balance).

3. Proceed as before: optionally enter phone/email for receipt → click Proceed → view confirmation → click Close.

4. Back on the Transactions list you’ll see the original transaction + refund row #1 + refund row #2 (for the additional partial amount).