Paysight Guides
Customer Management
Learn how to manage refunds, subscriptions, and blacklisting in Paysight using the Transactions or Customers section.
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.
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.
Overview of Workflows
Choose a workflow below for detailed steps:| Task | Where to Manage | Quick Description |
|---|---|---|
| Refund an Order | Transactions or Customers | Return money for a specific transaction; supports full or partial refund (merchant config) |
| Unsubscribe a User | Transactions or Customers | Cancel a user’s recurring subscription, either at a plan or user level |
| Blacklist a User | Transactions or Customers | Prevent further payments or activity from a user/account |
Step-by-Step Guides
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 Refund5
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.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 transactions3
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 Unsubscribe5
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.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 Blackist5
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.
Other Guides and Resources
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.