Axel has to issue a refund to one of the customers who paid their original invoice via Frisbii Pay One-shot or their subscription via Frisbii Pay Recurring.
Reminder of the requirements for creating a credit note
To create a credit note invoice, certain conditions must be met.
The initial invoice must have been issued.
The total invoice amount must be greater than zero.
If these two conditions are met, you can create a credit note.
Create a credit note from an invoice
Axel generally knows how to handle credit notes in Frisbii: Cancellation of an invoice issued with a credit note. Now he wants to see what changes when refunding an invoice that was previously paid with Frisbii Payments One-Shot or Frisbii Payments Recurring.
Steps
1. Open your issued invoice as usual and click Create Credit Note in the related list.
2. Select the payment term and subtype.
Note: Your choice will affect whether you want a refund or a cancellation.
Axel chooses refund.
3. Click Create Credit.
Because you have enabled Automatic payments, your credit will automatically be linked to a payment record with a negative amount equal to the refund. The default payment method is bank transfer.
4. To make a refund via Frisbii Pay, you have to select the Frisbii Pay One-shot payment method on the payment:
Note: If the original invoice included a recurring payment method, namely Frisbii Pay Recurring, you have to select the Frisbii Pay One-shot payment method for the refund as this is a one-time, non-recurring refund.
Otherwise, the refund will be applied to the payment method used on the original invoice.
5. The next screen will ask you to confirm this action. Select > Active, then OK (> Confirmer).
The amount has now been credited back to the customer account and the payment is no longer pending.
You can find a transaction ID corresponding to the transaction and provide you with further details on the Frisbii pay platform.
Bravo! You've made your first refund for an invoice paid with a Frisbii Payments payment method.