Refunds

Payments processed through Invoiced can be refunded back to your customer. The refund will be sent to the original payment instrument used in the payment.

Refunds through Invoiced are supported with these payment methods:

If the payment was processed through Invoiced then you have the ability to issue a full or partial refund. You can only refund up to the original amount that was paid and can only issue a refund to the payment instrument that was originally used. If you want to issue a refund using other means then it must be handled outside of Invoiced.

Here are the steps to issue a refund:

Refunding a payment will not void the payment or issue a credit note. The payment will continue to be applied the same as prior to the refund. If you want to issue a credit note after refunding the customer then it is recommended as the next step to void the payment. Voiding the payment will reopen the balance of any invoice it was applied to. You can then create a credit note and use that to close out the remaining invoice balance.

If you issue a partial refund, you should void the payment and create a new cash receipt payment for the amount not refunded. Then you can create a credit note for the remaining invoice balance.

You can learn how to issue and apply a credit note here.

Invoiced will not allow you to process a partial refund on the same date that the payment was processed. The payment must be settled before a partial refund can be issued. You can issue a full refund on the same date that the payment is processes as long as the payment status is succeeded.

Depending on the payment gateway and payment instrument used, there might be a limited amount of time after the payment was processed in which a refund can be issued. Invoiced does not enforce any deadline by which refunds can be processed. You can contact your payment processor to learn if there is any cutoff on refunds.