This is available on Subscription Tiers:
Engage, Grow, Promote, Free Unlimited, Essentials, Accelerate, & Ultimate.
Why This Matters
The ability to refund an invoice allows businesses to quickly resolve billing mistakes or customer dissatisfaction while keeping financial records accurate. This helps maintain trust, improve customer experience, and ensure compliance with proper accounting practices.
Pre-requisite Pro-Tip
To refund an invoice, the invoice must be paid first.
- Decide if you are going to be doing a full refund or a partial refund.
- Refer to Line Refund if you want to do a partial refund.
- Refer to Header Refund if you want to do a full refund.
Step-By-Step How To
Line Refund
You can choose to collect item returns OR provide a dollar amount refund to the line.
- Open the Invoice you wish to discount
- Look for the below on the line item:
- Refund Money: Enter the dollar amount you wish to refund.
- Return Item(s): Enter the quantity you'd like to return to inventory.
Note: Once you have returned an item, you can no longer refund a dollar amount to the line item. Once you have refunded a dollar amount to the line, you can not return an item.
Header Refund
Header refunds should be used when a customer is returning ALL items and a full refund is necessary.
- Open the Invoice you wish to discount
- Click Actions > Refund Total Invoice
Scribe
FAQs
- When will my customer see the refund? The refund will take about 5-7 business days. They can reference their bank to get a more detailed timeline.
- I refunded the invoice, but they received a chargeback from the client. Do I get the refunded money? You will need to ask your customer to reach out to their bank account and cancel the chargeback.
If you need any additional assistance, feel free to reach out to us at support@wodify.com or via Priority Live Chat if available.
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