Payments & Expenses
Refunds
Record a manual refund against a payment; how allocations reverse.
Record a refund
Open a payment (Payments → open a row) and use the Record refund panel.
Prerequisite: the payment must have a refundable balance (original amount − already refunded).
- Enter the refund amount (cannot exceed the refundable balance).
- Optionally add a reason.
- Review the allocation reversal preview, which shows which invoices the refund will pull back from, in order.
- Click Confirm refund.
What happens
- The refund is recorded and the payment's refunded total increases.
- Invoice allocations are reversed safely, so invoice paid amounts and statuses update.
- The refund appears in refund history on the payment, and the event is logged to the audit trail.
When a payment is fully refunded, the panel shows it is fully refunded and no further refund is possible.