Required: Learn to remove a deposit from a quote and create a credit memo here
Conditions to refund: You will not be able to issue a refund from a credit memo if the customer owes money on another invoice.
Once you’ve generated a credit memo, you can easily refund it to your customer.
If you are refunding a credit memo that was processed by Stripe or Square, please review the last step in this process that needs to performed from Stripe or Square, to ensure the funds are put back on the Credit Card.
1. Navigate to Contacts. Locate the desired contact and select the Credit memo option. Then, choose the specific memo that requires a refund.
Click the refund button to begin the refund process.
On this screen, you have the option to choose your preferred method of refunding the credit memo and include internal notes. To complete the refund, please click on the yellow Refund button.
You will then see a refund confirmation.
Refund a payment processed by Stripe:
If the original payment was process by Stripe, QuoteMachine will not refund the credit card automatically. If you are using a payment processor such as Stripe, you will need to click on Open payment from Stripe to refund the payment. From there, you can click on detach payment in QuoteMachine.
If the payment was processed with QuoteMachine payments and refunded to original payment method, the funds would be refunded automatically.
Note for Lightspeed R-series customers
If you don't see a refund option, the credit memo or deposit can be voided following these steps: click here
Only credit memos and deposits that have not been exported into Lightspeed R-series will have a delete option in QuoteMachine.