Void a client refund

Why use it

A refund recorded twice, for the wrong amount, or for a check you never mailed makes the client's credit look used up when it isn't. Voiding the refund restores the credit and keeps a record of what happened, instead of deleting it.

When to use it

• The refund was recorded in error, for example twice or for the wrong client credit.
• The refund wasn't sent after all, such as a check you didn't mail.
• The details were wrong. Void it, then record it again correctly.

Before you start

• Only the owner and admins can void refunds.
• Open the invoice from Invoices, or open Financials and choose View refunds on the credit.

Steps

1. Find the refund: on the invoice under Refunded to client, or on Financials with View refunds on the credit.
2. Choose Void refund….
3. Pick a Reason, such as Recorded in error, Refund wasn't sent or Other. Add a note if it helps.
4. Choose Void refund to confirm.

What happens next

• Moodiri confirms with Refund voided. The money is available as client credit.
• The refund stays in the history, marked Voided.
• The refund receipt is hidden from your client. No email is sent.

Limits