Refunding Deposits
  • 07 Oct 2022
  • 1 Minute to read

Refunding Deposits


Article Summary

Refundable deposits you add to plans or contracts are automatically credited on the cancellation date if the customer doesn't have any other active contract and no new contract starting at any point in the future. Nexudus uses this credit to then cover any outstanding unpaid or due invoices until the credit runs out.

If customers still have an active contract or a new contract scheduled to start a later date, you'll need to manually credit or refund the invoice.

You can refund any customer deposit in full or only some of it to cover things such as damages or unpaid invoices.


  1. Log in to the Admin Panel if you aren't already.

  2. Click on the relevant customer.

  3. Click Sales > Products.

  4. Click on the Views menu and select Show all.

ShowAllMenu_Invoices.png

  1. Look for the customer's deposit using the search bar.

  2. Click on the invoice icon next to the relevant deposit item.

  3. Tick the checkbox next to the deposit you want to refund.

  4. Click Refund line.

  5. Select a Payment method to issue the refund.

If you want to issue a refund via a payment gateway, the Payment method you pick must match the gateway used to pay for the invoice.

  1. Define the Amount to refund, excluding any tax.
Leave this field blank if you want to issue a full refund.
  1. Click Yes, do it to confirm.


You've now refunded the customer's deposit in Nexudus. If you selected a Payment method that isn't a payment gateway, such as bank, cash, or even manual cards, make sure you also issue the refund outside of Nexudus via the selected method.

For example, if you selected Check as the refund payment method, make sure you hand out or send a check for the refunded amount to your customer after recording the refund in Nexudus. In this scenario, recording the refund in Nexudus and effectively refunding the customer outside of the platform ensures both your accounting and reports remain as accurate as possible in Nexudus.


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