Issuing refunds

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 send 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:

Partial refundsCancelling an invoice

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

To issue a 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.

Refunding an invoice

Confirmation message when refunding an invoice