Refunding Invoices

How to refund invoices

You can fully or partially refund any paid invoice on the Admin Panel.

The way you refund invoices depends on the payment method the customer used to pay.

Payment gateway
If customers pay their invoices using a payment gateway, they're automatically refunded through the payment gateway.

For example, a customer who paid their invoice using Stripe Payment Intents will automatically receive the refund from Stripe Payment Intents when you trigger the refund in Nexudus.

All other payment methods
If customers pay their invoice using any other payment method, you'll need to select the corresponding manual payment method to trigger the refund in Nexudus and then send the refund through the payment provider used to pay the initial invoice.

For example, a customer who paid their invoice using Forte ACH won't automatically receive their refund from Forte ACH when you trigger the refund in Nexudus. You will need to manually send them a payment for the value of the refund through Forte ACH.

Fully Refunding Invoices

You can refund any paid invoice in full from the Admin Panel.

Customers must be refunded through the payment method they used to pay for the invoice.

If they paid through a payment gateway, refunding them in Nexudus will also automatically trigger the refund via the gateway.

If they paid using any other payment method, such as direct debit, refunding them in Nexudus won't trigger a refund via the payment provider. This means that you'll also need to manually issue the actual refund through your account with that provider.

For example, to fully refund an invoice paid via Gocardless, you'll need to refund the invoice on the Admin Panel and then manually send the refund through your GoCardless account.

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

2. Click Finance > Invoices.

3. Click on the three dots icon next to the invoice you want to refund.

4. Select the Refund option in the pop up menu.

5. Select the Payment method for the refund.

6. Click Yes, do it to confirm.

You've successfully refunded the selected invoice in Nexudus. We automatically issue a credit note that covers the invoice to balance the customer's ledger. This credit note is not an actual credit that customers can use, as it just helps balance the ledger.

Partially Refunding Invoices

You can also partially refund paid invoices by fully or partially refunding invoice line items.

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

2. Click Finance > Invoices.

3. Click on the invoice you want to refund.

4. Tick the checkbox next to every line item you'd like to refund.

5. Select Refund line in the Bulk Actions menu.

6. Select the Payment method for the refund.

8. Define the Amount to refund if you want to partially refund the selected line items.

9. Click Yes, do it to confirm.

You've successfully issued a partial refund for the invoice. Repeat the process for every invoice item you want to refund. The refund value appears under each refunded line item's Sub total.