In this guide you'll learn how to refund a fully paid invoice back to your client. Should you want to issue a partial refund, see our help guide here.
1
Firstly, start by opening your invoice. There are multiple ways to open an invoice, such as: via the appointment itself, from your calendar, customer file, or sales tab.
2 In the pop up window that appears, click view invoice.
3 Navigate to the bottom right-hand corner and click issue refund
4 Now you're ready to click save.
5
Remember the payment type, if you'd like
to refund them in the same way they paid. Otherwise, you will need to choose the
method of refund, such as: card, cash, or any other available payment types. If it
is a TimelyPay payment and you refund via TimelyPay, the refund will be issued automatically.
6 Select the refund date, and the staff member processing it.
7 Click refund payment . Now the refund
is complete, and you will see a green banner to show that the refund has been paid
in full.
Timely notes:
- It's worth noting that if you are refunding a product purchase, processing the refund will also update your stock levels.
- Unless the refund is processed through TimelyPay, it is not automatically refunded to the client. It is necessary to either go into your bank or physically provide a cash refund to your client.
- It is not possible to refund invoice items for Gift Vouchers or Packages. If you need to do this, you can fill in this form - and we can help.
- If you have the Xero integration enabled, then you will need to apply a credit note to the associated invoice in Xero. You can open the invoice in Xero using the link in the top right corner of the invoice. Check out Xero's guide on adding a credit note to a sales invoice for more information.