How do I give a refund or credit note?
Open the paid invoice, choose Refund or credit, and type the amount to give back and why. The credit note opens, to send to your client.
Step 1: Open the paid invoice and tap Refund or credit.
Step 2: Type the amount to give back, and the reason: it’s printed on the note.
Step 3: Paid by card? Refund this amount to the client’s card is ticked: leave it, or untick it to pay them back yourself. Tap Refund to card (or Issue credit note).
Step 1: Open the paid invoice and choose Refund or credit.
Step 2: Type the amount to give back, and the reason: it’s printed on the note.
Step 3: Paid by card? Refund this amount to the client’s card is ticked: leave it, or untick it. Choose Refund to card (or Issue adjustment note, or credit note).
A card refund comes out of your card payments balance and reaches your client in 5 to 10 business days. When you charge GST, the note is an adjustment note. Then send it to your client.
Several notes can go on one invoice, up to its total. Only the owner and admins can give them. Not paid yet? Edit the invoice, or void it, instead.
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