How to Issue Refunds & Credit Notes

Admins and store staff learn how to issue full or partial refunds and credit notes on paid invoices. You also learn how to credit unpaid invoices.

• A refund returns money to the client using their original payment method.
• A credit note cancels a purchase and deposits the funds into the client's account, which can be used for a future store purchase.

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Upmind automatically sends the client an email notification with a link to show refunds and credits.

Opening an invoice

Issue refunds and credits from the invoice page.

1. Log in to your account.
2. Click Orders on the left menu.
3. Click the Orders list menu tab.
4. Click the invoice you want to open.
5. On the new window, click View invoice.
6. On the next screen, click Go to invoice.

Working with paid invoices

1. Open the invoice.
2. Scroll down to the bottom of the page.
3. Click the Credit / refund invoice button. A new window displays.
4. Select an option: refund or credit note.
5. Modify the amount. (optional)
6. Click Submit.

Paid invoice: refunds

1. Select the refund option.
2. For partial refunds, change the number in the Amount field. (optional)

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The Refund option shows the invoice total but does not display individual purchases (if the client purchased more than one item).

Paid invoice: credit notes

Issue a credit note for the full amount or selected items on paid invoices. You can also issue a partial credit by changing the figure in the Amount field.

1. Select the credit note option.
2. Use the checkboxes to add or remove invoice items. (optional)
3. Change the credit total in the Amount field. (optional)

Working with unpaid invoices

It's not possible to cancel an invoice but you can change the amount owed to zero. You can also change the amount owed by issuing a partial credit.

1. Open an invoice.
2. Click the Credit / refund invoice button. A new window displays.

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You can also click the Credit invoice link at the top of the invoice page.

Full credit

To issue a full credit on an unpaid invoice:

1. Check the numbers at the top of the window.
2. Leave the default setting (Issue a credit note for the whole invoice).
3. Click the Submit button.

Upmind automatically changes the amount owed on the invoice to zero.

Partial credit

1. Choose the Issue a credit note for select invoice items option.
2. Use the checkboxes to add or remove invoice items. (optional)
3. Change the credit total in the Amount field. (optional)
4. Click the Submit button.

Upmind generates an invoice with the new amount owed.