How to process an offline payment and refund?

Please note that the ability to do both is tied to user role permissions that need to be enabled by the FBO Admin in advance. Please see information below.

When creating an invoice you have the option to process an offline payment. On the payment button, you have the option to select -

Before you’re ready to process the payment, make sure to gather all of the required information from the customer.

You’ll need to store all of the customer’s information to keep a record. Make sure to store the above information as well as the date of the transaction and any notes about the payment.

Now you’re ready to process the payment.

Please note that when the original payment is processed offline, the refund will automatically be offline. To do the offline refund, follow the same steps as a regular refund.

Using the mentioned steps, you should now be able to process offline payments and refunds with ease. If you have any questions or run into any difficulties, don’t hesitate to reach out to our support team.