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.
Click "SAVE"
A refund invoice will be created with the same number as the original invoice but with "RFD" in place of "INV".
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.