Payment Refunds

Zoey supports two refund methods:

• Credit Memo — Refund and return items to stock from a fully paid Invoice. Best for completed orders where customers are returning products. See Credit Memos for details.
• Payment Refund — Refund a custom partial or full amount from any individual Payment. Best for adjusting an Invoice's balance or correcting payment errors.

Credit Memo

A Credit Memo is a full or partial refund of a fully paid Invoice. Key details:

• You can only create a Credit Memo if the Invoice has been paid in full.
• Creating a Credit Memo does not re-open the Invoice for additional payments. To adjust an Invoice's balance, use a Payment Refund instead.
• You can choose whether products are returned to stock and whether to refund customers in Store Credit.

❗️

Credit Memos cannot be reverted once processed. Review the refund amount carefully before confirming.

Click here to for an article on issuing Credit Memos.

Payment Refund

You can refund a custom partial or full amount from any individual Payment, up to the total amount collected. Refunds can be sent back to the original credit card (online) or recorded manually (offline). Partial refunds are reflected in both the Invoice and Payment totals.

To process a Payment Refund:

1. Open the Payment or Deposit you want to refund.
2. Click the 3-dot menu on the Payment.
3. Select Refund.
4. Choose the Refund Type.
5. Enter the refund amount or percentage.
6. Confirm and submit the refund.

Refunds can be Online or Offline.

Online Refund

An online refund returns funds to the customer's original payment method through the payment processor (e.g., Stripe). To issue an online refund, leave the Refund Type set to Online and enter the refund amount.

Offline Refund

An offline refund updates the paid status of an Invoice without processing a transaction through a payment gateway. Use an offline refund when giving a cash refund or correcting an accounting error. To issue one, set the Refund Type to Offline and enter the refund amount.

Refund Transaction Record

Refunds are displayed in the Transactions section as well as in the associated Invoice's Linked Transactions. Within the Invoice you can see the original Payment and how much of it is still applied. The Refund totals are displayed as negative amounts in red text.

📘

Click on any Transaction to open it and view its details!

There is an Audit Log on every Transaction including on the Refund. Within the Audit Log you can see history of any edits made or Offline refunds can be deleted!

When a Payment is completely refunded it will still display under Linked Transactions on the Invoice. The Refund will also be shown with its total and the amount of the refund which is applied to this Invoice.

Editing Refund

Refunds for Offline payment Methods can be Edited! You can adjust the recorded refund amount through editing the Refund. You can choose to edit an Offline Payment's amount instead of Refunding if that is more applicable.