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How to credit or refund a paid invoice

Written by Martin

Set-up

  • Tudodesk back-office

  • Mac or PC

What's this for?

How to credit an invoice or refund a paid invoice.


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What you should know

  • You can send a credit against an invoice.

  • You can refund payment against the credit

  • If an invoice is 'draft' or 'sent', you can void it.

Steps

  1. Navigate to your Invoice

  2. Scroll to the payment section.

  3. Click Issue Credit Note.

  4. Fill in the details.

  5. Click Create a Refund.

  6. After the credit note opens, mark it as Sent in the status bar.

To return a payment

  1. Mark the credit note (created above) as Paid in the status bar.

  2. Select the desired payment method.

  3. Confirm the payment.

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