Overview
This article offers a concise step-by-step guide for businesses to navigate the process of refunding paid invoices to the original payment method.
How to Refund a Paid Invoice to its original payment method:
1. Go to Invoice you want to refund and toggle it open
2. Click on the garbage can next to the payment you want to refund
3. Confirm that you want to void the credit on the invoice. The invoice will now appear as unpaid, this is normal, and there will be a current balance and balance due amount of the account
4. Next, go to the Transaction tab and find the corresponding payment transaction that needs to be refund (it will have an amount bolded)
5. Click on the 3 dots and select Refund payment
6. Fill out the steps in the modal and click "Add" to finalize.
7. A refund transaction will appear in the transaction list and the account will have a current balance (from the original invoice) amount.
8. To clear that balance and complete the refund, create a discount credit for the amount (selecting the appropriate subscription or product) and then reason.
9. A discount transaction will be created, the refunded invoice will revert to a paid status with the discount reason attached to it and the current balance will get cleared (or the amount refunded)