Charges and payments

How do I issue a partial refund in LOXA?

Open Refund and enter an amount below the refundable balance. The row shows Partially refunded and the remaining balance.

For
Organization owner, Organization admin, Property manager, Accountant
Updated
August 9, 2026
LOXA Charges and payments screen with fictional demonstration data
Demonstration account with fictional names, addresses, and financial records.

Before you start

  • You need access to the Charges and payments workflow in your LOXA role.
  • Have partial amount and reason ready before you begin.

Step by step

  1. Sign in to LOXA and open Charges and payments.

  2. Open Refund and enter an amount below the refundable balance

  3. Enter or review partial amount and reason.

  4. Review the record and select the available save, confirm, or continue action.

  5. Verify that the row shows Partially refunded and the remaining balance.

What should happen

The row shows Partially refunded and the remaining balance.

Open this workflow in LOXA