Issue refunds or adjustments

Refunds, credits, and adjustments should be handled from the latest document state.

What this feature is for

• Refunds, credits, and adjustments should be handled from the latest document state.

When to use it

• A customer needs a refund, partial refund, credit note, or corrected balance.
• A payment was collected outside the normal flow.

Do it manually

1. Open the related document.
2. Refresh payment applications and balance.
3. Choose refund, credit note, or manual payment action as appropriate.
4. Enter only the confirmed amount.
5. Review customer impact before saving.

Ask Faster AI

Help me handle an adjustment for [customer/document]. Check the latest balance and recommend refund, credit, or manual payment steps before I confirm.

Review before saving or publishing

• Confirm the customer, amount, due date, tax, discount, and payment terms.
• Preview customer-facing links before sending them.
• Record refunds, credits, and manual payments only after checking the latest balance.

Common mistakes and fixes

• If a document will not send, check that payment setup and customer email are complete.
• If the balance looks wrong, reopen the document detail and refresh payment applications.
• If a payment event is delayed, review Money outbox status before creating a duplicate action.

Placeholder media

• Screenshot placeholder: Replace with an annotated screenshot of issue refunds or adjustments.
• Video placeholder: Replace with a short walkthrough showing the manual path and review step.

Related help

• Apply a credit note
• Record a manual payment