---
title: "Direct refund via credit notes"
slug: "frisbii-pay-gestion-des-avoirs-1"
updated: 2025-11-06T08:48:15Z
published: 2026-01-07T10:04:05Z
canonical: "help.frisbii.com/frisbii-pay-gestion-des-avoirs-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.frisbii.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Direct refund via credit notes

<editor360-custom-block data-preprocessing="true" data-sanitizationtags="strong,span"><p>Axel has to issue a refund to one of the customers who paid their original invoice via <strong>Frisbii Pay One-shot </strong>or their subscription via <strong>Frisbii Pay Recurring</strong>.<strong><span style="font-size:13px;"></span></strong></p></editor360-custom-block>

## Reminder of the requirements for creating a credit note

To create a credit note invoice, certain conditions must be met.

1. The initial invoice must have been **issued**.
2. 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](/frisbii-app/docs/en/factures-annulation-dune-facture-émise-avec-un-avoir). 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](/articles/en_US/Knowledge/Reglements-les-reglements-automatiques), 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.

![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image-TDKQF3A4.png?sv=2026-02-06&spr=https&st=2026-10-28T01%3A36%3A06Z&se=2026-10-28T02%3A36%3A06Z&sr=c&sp=r&sig=9krFdr8pR7hOz2i91KxN6ue7gGKZo1U3Hr%2B%2FM2Zxbm4%3D)

4. To make a refund via Frisbii Pay, you have to select the **Frisbii Pay One-shot** payment method on the payment:

![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image-6BLIMUX8.png?sv=2026-02-06&spr=https&st=2026-10-28T01%3A36%3A06Z&se=2026-10-28T02%3A36%3A06Z&sr=c&sp=r&sig=9krFdr8pR7hOz2i91KxN6ue7gGKZo1U3Hr%2B%2FM2Zxbm4%3D)

**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)**.

![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image-S2XTV5RU.png?sv=2026-02-06&spr=https&st=2026-10-28T01%3A36%3A06Z&se=2026-10-28T02%3A36%3A06Z&sr=c&sp=r&sig=9krFdr8pR7hOz2i91KxN6ue7gGKZo1U3Hr%2B%2FM2Zxbm4%3D)

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**.

![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image-RZQ6A57M.png?sv=2026-02-06&spr=https&st=2026-10-28T01%3A36%3A06Z&se=2026-10-28T02%3A36%3A06Z&sr=c&sp=r&sig=9krFdr8pR7hOz2i91KxN6ue7gGKZo1U3Hr%2B%2FM2Zxbm4%3D)

Bravo! You've made your first refund for an invoice paid with a Frisbii Payments payment method.