Refunding invoices

How to issue full or partial refunds to customers.
 
You can issue a refund in either of two ways: 
 
  • Manually, using card details provided by the customer

  • By using the payment gateway to pay the refund automatically, as long as the customer has already provided payment details. You can also use other payment methods if you integrated them in your Nexudus account. 

  You can also cancel an invoice, which assigns credit to a customers account. Unlike with refunds, money is not sent back to the customer. You can also partially refund an invoice, assigning credit by cancelling individual services or products charged in an invoice.

Learn more about additional refund options in: 

  If you use Quickbooks please see the article on refunding invoices in QBO.
 

To issue a full refund

  1. If the side menu is not visible, click .

  2. In the side menu, click Finance, then click Invoices.

  3. Do one of the following:

    • Move your pointer to the left of the invoice you want to refund and select the check-box that is displayed.

    • At the end of the invoice you want to refund, click   .

    A pop-out menu is displayed.

  4. On either pop-out menu, click Refund Invoice and a new page is displayed.

  5. In the textbox, select a payment method.

  6. Click Continue.

Depending on the repayment method, the refund may appear in the list of invoices as Refunded, Credited, or Credit Note. For information on invoice statuses, see Invoicing.

refund_invoice.png
Refunding an invoice
 
confirm_issue_refund.png
Confirmation message when refunding an invoice 
 

Partial refunds

How to issue partial refunds to customers. 

You can give a customer a partial refund when an invoice includes several products or services. The customer receives a credit note matching the amount of the refund. If, instead, you want to issue a full refund, see Issuing refunds. 

  You can only give partial refunds for invoices that are paid in full. This means that you cannot give partial refunds for invoices that appear as unpaid in the list. 

  If you use Quickbooks please see the article on refunding invoices in QBO.

 

To issue a partial refund 

  If you click in the invoice row, you will open a non-editable view of the invoice.

  1. If the side menu is not visible, click .

  2. In the side menu, click Finance, then click Invoices.

  3. In the list of invoices, locate the invoice you want to partially refund, then click the invoice number or the name next to it. The invoice is opened in edit mode.

  4. Next to product or service line you want to refund, click   .

  5. From the More options drop-down list, select Refund this line.

  6. Select a payment method.

  7. Optional: You can type an amount without tax in the Amount without tax to credit textbox.

  8. Click Continue. 

  You can ask Monika how to issue a partial refund

assets_-LZFtxNPXnGfu3w0vzug_-LgafozOsb_W5eotuewc_-LgaftkMMfvh7EXIPf7__invoicing_partial_refund.gif
Issuing a partial refund
 

Unpaid invoices

You can create credit notes for individual products or services in invoices not yet paid. To do that, select Credit this line when issuing a partial refund for an unpaid invoice.

 
Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Please sign in to leave a comment.