How to Record a Refund

Overview

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Record a customer refund in your Receivables list after you've freed up the funds on the customer's invoice.

Please note: The following steps describes how to record a refund in your workspace and how to update your internal books. You must issue the refund through your payment platform to move physical money from your bank account back to your customer. If you use Stripe, learn how to submit a refund right from your workspace.

1. In the left menu, select Invoices
   
    
2. Then choose Receivables
   
    
3. Next, click Add New Receivable
   
    
4. Now, fill in the following fields
   • Enter the Transaction #
   • Select the Customer in the Customer Name dropdown
   • Under Transaction Type, choose Refund
   • Select the date (if needed)
   • Enter the Refund amount
      
5. Next, you'll add the details of this refund by clicking Add New Item
   
6. Select the Transaction Number entered for the customer's original payment
   
    
7. Enter a quick description of this transaction if needed
   
    
8. Next, enter the dollar amount of this refund in the Amount Applied field
   

9. Now, Save your changes