What this page is for
The details of one refund, and the place to record that the money was paid back.
Who can use it
- View refunds opens it.
- Pay refunds back records the payment.
- Ask for refunds can withdraw it.
How to pay a refund back
- Wait until it is approved.
- Send the money by bank, cash or card terminal.
- Enter the transfer reference and select Mark as paid back.
Fields and columns
| Item | Meaning |
|---|---|
| Amount, Reason, Paid back by | What is refunded, why and how. |
| Asked by | Who asked and when. |
| Paid back | When it was recorded as paid back, with the reference. |
| Decision comment | The approver's comment, if any. |
Statuses and automation
Marking it paid back adds a negative payment to the booking (its balance goes up again) and a credit note to the invoice the payment settled, without asking for a second approval.
Settings that change this page
Approval rules for refunds.
FAQs
Can I undo "paid back"? No. If it was a mistake, record a new payment.
Troubleshooting
| Problem | What to do |
|---|---|
| "Only an approved refund can be paid back." | Wait for approval, or check Approvals. |