---
title: "Refunding a payment"
url: https://bazppmilk.gleap.help/en/articles/14117465-refunding-a-payment
collection: "Payments and Refunds"
updated: 2026-10-28
language: en
---

# Refunding a payment

Refunding a customer may be necessary for various reasons, such as booking issues, cancellations, or billing mistakes. Below is a step-by-step guide to processing a refund.

# **Refunding and removing a customer from a booking**

To remove a customer from a session and issue a refund, it's best done through the Calendar following these steps:

1.  In Swift Admin, navigate to the [**Calendar**](https://admin.runswiftapp.com/calendar) page  
    ​
    
2.  Locate and click on the booking tile, and select the **Manage Participants and Payments** (second) icon  
    ​
    
3.  Find the participant's name and click the **3 dots menu** icon next to their name and select **Remove & Refund**  
    ​
    
4.  In the **Remove & refund** panel, the booking will be displayed with the original amount that was charged. Click the **Next** button.  
    ​
    
5.  On the Refund summary panel, you can change the amount that will be refunded to the customer by clicking the Edit (pencil) icon next to the Total  
    ​
    
6.  Click the **Next** button  
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7.  On the Issue Refund panel, select the Refund method the Total amount will be returned to.  
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8.  Click the **Refund & Apply Changes** button and this will immediately issue a refund to the customer
    

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# **Refund a Customer to their Swift Wallet and remove them from a booking**

If the customer originally paid for their booking with a credit card, and instead of processing a refund to their original payment method, your preference may be to keep the funds in-house and add a credit amount to the customer's wallet instead for future use.

If you would like to remove a customer from a booking and credit their Swift wallet for the booking, follow these steps:

1.  In Swift Admin, navigate to the [**Calendar**](https://admin.runswiftapp.com/calendar) page  
    ​
    
2.  Locate and click on the booking tile, and select the **Manage Participants and Payments** (second) icon  
    ​
    
3.  Next to the participant's name, click the **3 dots menu** icon and select **Remove & Refund**  
    ​
    
4.  In the **Remove & refund** panel, the booking will be displayed with the original amount that was charged. Click the **Next** button.  
    ​
    
5.  On the Refund summary panel, you can change the amount that will be refunded to the customer by clicking the Edit (pencil) icon next to the Total  
    ​
    
6.  Click the **Next** button  
    ​
    
7.  On the Issue Refund panel, select the **Wallet** option as the Refund method. The customer's wallet balance after the refund is processed will be displayed.  
    ​
    
8.  Click the **Refund & Apply Changes** button and this will immediately issue a refund to the customer.
    

![](https://staticfiles.gleap.io/helpcenter/68f9695533396ef6c4d4cb3e/20261020144645_2931.png)

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# **Refund or transfer Wallet balance to Credit Card on file**

It's not possible transfer funds from the customer's wallet balance to their credit card on file directly. However, if the funds were originally added to their wallet by charging their credit card on file, you would have to refund the original transaction and redeem the wallet balance. Here's how:

### **Redeem the wallet balance:**

1.  In Admin, go to the customer's profile
    
2.  Select the **Billing** tab
    
3.  On the **Wallet Balance** card, click the **Redeem** button.
    
4.  Enter the amount to be debited (refunded)
    
5.  Click **Redeem Funds** to confirm and remove the funds from the wallet
    

### **Process the refund to the credit card:**

1.  Go to the customer's profile and select the **Billing** tab
    
2.  Go to the **Payment History** section and locate the original transaction where the funds were loaded to the wallet
    
3.  Click the **Refund** icon for that transaction
    
4.  Enter the amount to refund and ensure it is being refunded to the customer's credit card
    
5.  Click **Issue Refund** to confirm and the refund will be processed
    

* * *

# **Refund a payment without removing a participant from a booking**

![](https://staticfiles.gleap.io/helpcenter/68f9695533396ef6c4d4cb3e/20261020144645_4964.png)

If you simply need to refund a customer for a payment without removing them from the booking, you can also process a Refund through the Payment History section in the customer's profile:

1.  In Swift Admin, navigate to the customer's profile  
    ​
    
2.  Select the **Billings** tab  
    ​
    
3.  Under **Payment History**, you will see a list of all the transactions that have been processed for the customer.  
    ​
    
4.  Find the transaction you’d like to refund and click the **Refund** icon for it  
    ​
    
5.  Specify the **amount** to be refunded. It can be a partial refund, if necessary.  
    ​
    
6.  Choose the **Payment Method** that the refund will be issued to  
    ​
    
7.  Click the **Issue Refund** to process and record the refund immediately
    

**⚠️ Note**: Refunding a customer through the Payment History section will not remove them from the bookings(s). They will still be listed as a participant in the booking.

If you need to both refund and remove them from a booking, follow the [**Refunding and removing a customer from a booking**](#h_41f58aa699) steps.