Set-up
Tudodesk back-office
Mac or PC
What's this for?
How to credit an invoice or refund a paid invoice.
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
Navigate to your Invoice
Scroll to the payment section.
Click Issue Credit Note.
Fill in the details.
Click Create a Refund.
After the credit note opens, mark it as Sent in the status bar.
To return a payment
Mark the credit note (created above) as Paid in the status bar.
Select the desired payment method.
Confirm the payment.