What this page is for
Start a refund against one verified payment.
Who can use it
Ask for refunds (by default Admin, Finance and Front desk).
How to ask for a refund
- Check the payment and how much can still be refunded.
- Enter the amount, choose the reason and how it will be paid back, and add notes.
- Select Ask for refund.
Fields and columns
| Field | Meaning |
|---|---|
| Amount | Up to what is left of the payment after earlier refunds. |
| Reason | From the refund reasons list. |
| Paid back by | The payment method you will use. |
| Notes | Anything the approver or finance should know. |
Statuses and automation
If an approval rule matches, the refund waits for approval; otherwise it is approved at once.
Settings that change this page
Approval rules. Master data: refund reasons and payment methods.
FAQs
Can I refund a payment waiting for verification? No. It must be verified first.
Troubleshooting
| Problem | What to do |
|---|---|
| "Refund at most ..." | Lower the amount: part of the payment was already refunded or asked for. |