How to Issue Refunds & Credit Notes

Admins and store staff can issue full or partial refunds and credit notes for paid invoices, as well as credit unpaid invoices.

Refunds vs. credit notes

• Refund - Returns money to the client via their original payment method.
• Credit Note - Cancels the purchase and adds credit to the client’s account for future use.

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Upmind automatically sends clients an email notification with a link to view refunds and credits.

Opening an invoice

1. Log in to your account.
2. Click Orders in the left menu.
3. Select the Orders list tab.

4. Click the invoice you want to open.
5. In 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 to the bottom of the page.
3. Click the Credit/refund invoice button.

4. In the new window, select either Refund or Credit note.
5. Modify the amount if needed. (Optional)
6. Click Submit.

Paid invoice: refunds

1. Select the Refund option.
2. To issue a partial refund for an overcharge, adjust the amount in the Amount field.

3. Choose one of the following:

• Issue credit note only - Issue a credit note without changing the invoice status.
• Adjust invoice balance only - Adjust the invoice balance without issuing a credit note.
• Adjust invoice balance and issue credit note - Adjust the balance and issue a matching credit note.

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The refund option shows the invoice total but does not display individual purchases (if multiple items were bought).

Paid invoice: credit notes

You can issue a credit note for the full amount or selected items on paid invoices, or provide a partial credit by adjusting the amount in the Amount field.

1. Select the Credit note option.
2. Use the checkboxes to add or remove invoice items. (Optional)
3. Adjust the credit amount in the Amount field to issue a partial credit. (Optional)

Working with unpaid invoices

You cannot cancel an invoice, but you can reduce the amount owed to zero or issue a partial credit. To do this:

1. Open the invoice.
2. Click the Credit/refund invoice button to open a new window.

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

Full credit

1. Verify the numbers at the top of the window.
2. Keep the default setting (issue a credit note for the whole invoice).
3. Click Submit.

Upmind will automatically set the invoice amount owed to zero.

Partial credit

To issue a partial credit:

1. Select Issue a credit note for select invoice items.
2. Use checkboxes to add or remove items. (Optional)
3. Adjust the credit total in the Amount field. (Optional)
4. Click Submit.

Upmind will generate an updated invoice reflecting the new amount owed..