How to refund a deposit

In this guide you will learn how to refund a client's deposit; you can do so via the steps outlined below. For support in refunding invoices, you can see our help guide here.

 

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Determining how you took the deposit

Firstly it's important to determine how you took the deposit:
 

• TimelyPay: when you choose TimelyPay as your refund method, your refund will be automatically processed. If you do not select this method, it will not be done automatically. 
   
• Cash: follow the steps below then refund the cash in-person. 
   
• Windcave, PayPal, Stripe: follow the steps below, then go through your payment provider's refund process to refund their credit card.
   
• Internet banking: follow the steps below, then ask for their account number to refund the amount back through online banking.

 

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2 In your client's profile, you can select the credit tab.3 Click edit next to the deposit you want to refund.4 Go to options and select refund the deposit.5 You can issue a partial refund by adjusting the amount here.6 After you've made your desired changes, you can now click save.7 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.8 Enter the refund date and who processed the refund, then click on refund payment.9 Click close to exit the pop-up. Return to the credit screen to confirm that the deposit has been refunded.