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How to issue a refund via the Timely app on your phone or tablet

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Sometimes you will need to refund a customer's invoice, particularly if they return a product or don't go ahead with a booking that you've taken a deposit for. In this guide you'll learn how to issue a refund from your preferred device, that is not a computer. This can be an iPhone, iPad, or Android. 

 

 

Timely notes: 

  • To make sure you get the very best app experience, you'll need to have the latest version of iOS installed on your device.

  • It's not possible to refund invoice items for Customer credit, Gift vouchers, or Packages. 

 

 

How to refund a sale in your Timely app. 

1 Open the Timely iOS app and head to the customers section.

 

2 Search for the customer in the field provided and tap to open the customer's record.

 

3 Click view all sales from their record to view a list of recent invoices/payments.

 

4 Click on the sale in the list and select issue refund from the options.

 

5 You'll be taken to the sales tab, where the invoice items will be added to the refund with a negative value.

 

6 Remove any items from the refund that you don't want to refund. If you want to refund a partial amount from your selected invoice item, you also need to edit the amount of that item to reflect how much you want to refund.

 

7 Click refund to process the refund.

 

8 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.

 

9 Now you're ready to click save.

 

10 You will be shown a summary of the refund. If there are any products included in the refund, you will see an indication that the product has been returned. When you see this, click done to complete the refund.

 

11 The refund will then show in the refunds section within your client's record.

 

 

 

Note: 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. 

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