Home Forums Support How to record a refund

This topic contains 15 replies, has 4 voices, and was last updated by  Hillel Coren 2 months, 3 weeks ago.

Viewing 16 posts - 1 through 16 (of 16 total)
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  • #3710

    gmears
    Participant

    Hi,
    If I refund an item. How do I record the refund after the invoice has been fully paid. If I edit the old invoice to remove the item, the customer has a negative balance which I can’t seem to record the refund/payment against. If I raise a new invoice to record a negative number of items in the sale, once again indicating the item has com back, I can’t seem to record the refunded amount (negative payments) back to the customer.

    Thanks for your help.

    #3711

    Hillel Coren
    Keymaster

    Try deleting the payment

    #3715

    gmears
    Participant

    Would that work if the person has paid with a credit card through stripe?

    How would I match the original stripe payment and the stripe refund to the edited invoice.

    Is the only limitation in the current software that we can’t choose an invoice with a balance of 0 or less from the payment dialog? If so, it would seem like a relatively easy thing to change to allow a negative payment (refund) against an invoice.

    Thanks

    #3716

    Hillel Coren
    Keymaster

    With our latest version (to be released to invoiceninja.com this weekend) we support refunding Stripe payments from within the app.

    #3917

    katiei
    Participant

    So, do you just make the refund in Stripe? I don’t see anyplace to issue a refund in InvoiceNinja. Please explain how to record a refund for a Stripe payment.

    #3918

    Hillel Coren
    Keymaster

    On /payments if you click ‘Select’ you should see a refund option.

    #6114

    katiei
    Participant

    Is there a way to do a partial refund??

    #6115

    Hillel Coren
    Keymaster

    On /payments click ‘Select’ then ‘Refund Payment’

    #18685

    Yoav
    Participant

    Hi Hillel,

    I’ve issued an refund and on /payments it no longer says “completed” but “… refunded”, which is correct. However, on /invoices (where I keep it sorted by unpaid balance), the invoice shows up as partially unpaid, which is incorrect. How can I correct it?

    Thank you
    Yoav

    #18687

    Hillel Coren
    Keymaster

    Are you saying you processed a full refund but it only partially refunded the invoice?

    Did the invoice have multiple payments?

    #18688

    Yoav
    Participant

    No, I’m saying I processed a partial refund, acknowledged on /payments as a refund but on /invoice as if the client had made a partial payment (it was actually one payment, paid in full, then a partial refund). It shouldn’t show the invoice on /invoices as if there is a balance to be paid but acknowledge the refund as such, just like on /payments.

    #18692

    Hillel Coren
    Keymaster

    If you processed a partial refund then then the client effectively made a partial payment.

    Another option would be to create a credit note (ie, a negative invoice) rather than a payment refund.

    #18709

    Yoav
    Participant

    99% of my clients only pay once so a refund needs to be a real refund, paid out to the client regardless of any future invoices.

    And no, a partial refund doesn’t mean a partial payment. There is a very substantial difference between the two, which hopefully I don’t need to explain. The system needs to know the difference. On /payments, the system knows that it was a partial refund and not a partial payment, so obviously the data exists correctly but is being processed wrongly on /invoices. Can it be fixed on my side or does it need to be fixed on your side?

    #18712

    Hillel Coren
    Keymaster

    Thanks for the feedback, we’ll keep it in mind for v2…

    #18750

    Yoav
    Participant

    Thank you. In the meantime, how can I prevent fully paid invoices from showing up in red as partially unpaid?

    #18755

    Hillel Coren
    Keymaster

    Not sure the best solution, you could manually add a payment for the refunded amount.

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