In the client card, invoice pop-ups contain an options button for further actions.
Refund an invoice
Open the relevant invoice pop-up
Click "Options" and select "Refund" - doing this amends all values to show as negative.
Remove items that are not to be refunded by clicking the "x" at the end of the line.
If an item is to be partially refunded, click the value in the "Refund" column (shown in the red box below), enter the value that you wish to refund and click the tick.
When finished, check that the value in the "Refund amount" field in the bottom left matches the value you wish to refund.
Enter notes in the "Invoice notes" text box if necessary (this will not be visible to the client if they are sent a copy of the invoice).
Select the "Refund method" from the dropdown and click "SAVE"
A refund invoice will be created with the same number as the original invoice but with "RFD" in place of "INV".
Refund a partially paid invoice
Follow the steps above to refund an invoice. Ensure that you update the refund amount to match the amount paid.
You will be reminded to void the outstanding amount left on the original invoice.
Do this by:
Open the invoice and click Options
Select "Void outstanding amount and save.
How long does it take for money to be returned to a client's bank account?
When processing a refund, money is only moved when it was paid via integrated Coherent payment e.g. Card, online or payment link. With any other method, including Direct Debit, you will need to move the money yourself e.g. by bank transfer.
When the money was paid by card via Coherent integration, Coherent will return the money to the client's bank account in 4-6 working days.
Tip 💡
An invoice can only have one refund made against it.