If you've refunded a customer outside of LoveAdmin, you can still log it against the invoice to keep your financial records accurate
Note: If you are using GoCardless or PayPal to collect your payments, you are able to process refunds directly through your LoveAdmin system. For more information on this, click here
Steps to Record an Offline Refund:
- Go to Sales Admin > Invoices.
- Click the ‘Reconciled’ tab.
- Find the invoice using the search tool.
- Click the three dots on the right side of the invoice.
- Select ‘Record Offline Refund’.
Offline Refund Options:
- Record a full or partial refund.
- Choose the refund method, set the date, and optionally add a reference ID
Alternative: Applying Credits
Instead of issuing a refund, you can apply a credit note to a fully outstanding or reconciled invoice. This credit will be used toward the contact’s future payments.
To apply a credit:
- Go to Sales Admin > Invoices.
- Locate the invoice you wish to credit (it must be either reconciled or outstanding)
- Click the three dots next to the invoice
- Select 'Raise credit note'
For more on credit notes, click here