Refunds and adjustments change financial history and customer trust. Review the original payment, invoice, credit note, and business reason before taking action.

What this guide helps you do

• Decide whether a refund, credit note, or invoice adjustment is appropriate.
• Record refunds against the right payment.
• Use AI to prepare a refund review checklist without executing the refund.

Before you start

• Confirm the customer, invoice, payment, amount, currency, and reason.
• Check whether the payment actually succeeded.
• Know your team policy for approvals and customer communication.

Do it manually

1. Open Money and find the invoice or payment application.
2. Review the payment, amount applied, and refundable balance.
3. Check whether a credit note should be used instead of a cash refund.
4. Choose the refund action only after review.
5. Enter the refund amount and reason according to your process.
6. Confirm the invoice, payment, and customer history reflect the refund.

Ask Faster AI

• Prepare a refund review checklist for this invoice and tell me what I must verify before confirming.
• Find refundable payments for this customer and summarize the original invoices.
• Draft a customer-safe refund update message, but do not issue the refund.

Review before saving, sending, paying, or refunding

• Refunds require explicit human confirmation.
• Do not refund more than the available refundable amount.
• Confirm currency, customer, and original payment before recording any refund.
• Keep private payment references out of customer-facing messages.

Common issues and fixes

• If refund is unavailable, check whether the payment succeeded and whether it has refundable balance.
• If the issue is a pricing correction before payment, consider revising or crediting the invoice instead.
• If a refund appears stuck, refresh and check Money sync health before retrying.

Refunds and credit policy

For the policy model behind refund, credit note, and adjustment decisions, read the refunds and credits article before handling sensitive customer money conversations. Refunds, Credit Notes, and Adjustments Without the Awkwardness.

Connected workflows

• Review customer money history
• Review Money activity for a customer
• Manage roles for content and Money
• Collect pay-now payments from plugins

Placeholder media

• Screenshot placeholder: add an annotated screenshot of issue refunds or adjustments with customer names, amounts, account details, and private notes blurred.
• Video placeholder: add a short walkthrough that starts from the Money workspace, shows the manual path, then shows the review step before anything is sent, paid, refunded, or published.

Related help

• Record a manual payment
• Apply a credit note
• Troubleshoot payment status

Use it in daily operations

• Before closing the task, review the related Money record, customer record, owner, due date, and any follow-up message that should happen next.
• If the workflow affects a real payment, keep the action in review until the amount, recipient, invoice, quote, or bill details are confirmed.
• Use Faster AI to summarize the payment context and prepare a checklist, but approve sends, refunds, bill payments, and customer-facing messages manually.