Refunding a Transaction/Invoice in Zoho

NOTE: Credit instead of refunding is preferred. Refer to knowledge base article for posting a credit.

Refunding an Invoice

From customer's main subscription page, click "transactions".

Under Customer Payments, find the transaction you want to refund. Right click to open in a new tab.

Payment Receipt - Select Refund.

• Refunds can't be done until the day after payment. 
• Enter refund amount.
• Notes may or may not be public, so it's best to leave blank.
• Click "refund" and close that tab.

From the customer's transaction page, scroll down to Refunds. 

Select and save to PDF.

In the CRM, write a note that includes reason for refund, refund amount, subscription/invoice number and attach a copy of the refund.

Email a copy of the refund to the customer through a ticket and close.

NOTES:

The transaction number can also be found within the invoice.

• Click on the invoice number. 
• Click on "payments received" 
• Click the payment # and you will be taken to the payment receipt.