How to register a refund

A customer paid upfront paid for a number of sessions with me and then decided she only wanted one. We have agreed a refund amount but Im not sure how to add a refund to the accounts. Thank you

Hello @SashaBemrose

Has the invoice and payment been recorded?

e.g.

Invoice for £1000 for 10 sessions - customer paid £1000

  • View the invoice
  • More options
  • Credit Note

image

  • Edit the Quantity/values as required

Preview and send will give you the option to refund the credit note

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