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How do I record a refund that I processed offline?

If you've refunded a customer outside of the system, you can still log it against the invoice to keep your financial records accurate

Note: If you are using GoCardless or PayPal to collect your payments, you can process refunds directly through the system. For more information on this, click here.

 

Steps:

  • Navigate to Sales admin > Invoices
    • Alternatively, head to a contact record and into the ‘Finance’ tab
  • Locate the relevant invoice
  • Select the invoice and click the three dots on the right-hand side
  • Click ‘Refund’ > ‘Record offline refund’
  • Select the amount refunded, the refund method, and the date it was refunded
  • You can also enter a reference ID/note if you wish
  • Click ‘Confirm’ to record the refund


Alternatively, you can raise a credit note, which will be used towards the account owner’s next invoice. For more information on credit notes see our help article here.