Paysight provides robust tools for managing your customers, whether you need to issue refunds, update or cancel subscriptions, or restrict access via blacklisting. This guide brings together key customer management workflows, so you can support your users and business.

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What You Can Do

With Paysight, you can:
  • Refund Orders: Issue full or partial refunds directly from a transaction or customer record.
  • Unsubscribe Users: Cancel recurring subscriptions or specific services.
  • Blacklist Customers: Block suspicious or unwanted users from making further purchases or accessing services.
Each action can be performed from both the Transactions and Customers sections.

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Overview of Workflows

Choose a workflow below for detailed steps:
TaskWhere to ManageQuick Description
Refund an OrderTransactions or CustomersReturn money for a specific transaction; supports full or partial refund (merchant config)
Unsubscribe a UserTransactions or CustomersCancel a user’s recurring subscription, either at a plan or user level
Blacklist a UserTransactions or CustomersPrevent further payments or activity from a user/account

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Step-by-Step Guides

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Refunding an Order

1

Navigate to Transactions

At Paysight Dashboard, go to Transactions.
2

Select or find the transaction

You can use the search bar or filter options to locate the transaction you want to refund.
3

Expand the transaction

Click the expand icon at the transaction, you can check it’s customer and transaction details first to confirm.
4

Actions

Click the Actions button and click Refund
5

Confirm Refund

A prompt will appear with the customer’s name, email and order number. You could also apply a custom refund amount by toggling Custom Refund. Once you are sure, press the red Refund button.

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Unsubscribing a User

1

Navigate to Transactions

At Paysight Dashboard, go to Transactions.
2

Select or find the transaction

You can use the search bar or filter options to locate the transaction you want, to unsubscribe the user.
Use the Filter Option Type and select Sub Start, Sub Renewal and Sub Retries, to check all subscribe transactions
3

Expand the transaction

Click the expand icon at the transaction, you can check it’s customer and transaction details first to confirm.
4

Actions

Click the Actions button and click Unsubscribe
5

Confirm Unsubscribe Prompts

A prompt will appear with the customer’s email, subscription, description and merchant name. Once you are sure, press the red Unsubscribe button.

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Blacklisting a User

1

Navigate to Transactions

At Paysight Dashboard, go to Transactions.
2

Select or find the transaction

You can use the search bar or filter options to locate the transaction you want to blacklist.
3

Expand the transaction

Click the expand icon at the transaction, you can check it’s customer and transaction details first to confirm.
4

Actions

Click the Actions button and click Blackist
5

Confirm Blacklist Prompts

A prompt will appear with the customer’s name, email and order number. Once you are sure, press the red Blacklist Customer button.
Important Notes!
  • Confirm first: Make sure to confirm your customer’s details first before finalizing the action.
  • Partial actions: You can refund or unsubscribe line items individually, without affecting a user’s other services.
  • Audit Trail: Each change (refund, unsubscribe, blacklist) is recorded and timestamped in the activity log.
  • Notifications: Both your team and the customer will be automatically notified as configured in your settings.

Paysight Reports

Analyze performance, payments and trends with Paysight Reports

Paysight Transactions

Check your transactions with diverse filtering, detailed information, refunds and transaction types.

Card Declines

Check which types of declines are there and what the decline codes means.

Retry Strategies

Learn how to use Retry Strategy to minimize customer disruptions.