There are two forms of refunds within Habu's billing engine. Firstly, there's direct refunds of card payments. Secondly, there's refunds of invoices that have been paid outside of Habu's payment gateway with payment manually recorded. They essentially follow the same steps, but I'll outline both processes here.
For any invoices that have been paid by cash, check or via an alternative payment platform that you've 'Record Payment' you have the ability 'Record Refund'. This ensures that your billing records are correct, and will result in issuing a refund note to your customer.
You can mark an invoice as refunded from both a specific booking or contact's page:
You can also 'Record Refund' from the billing page:
You'll then have a dialogue box appear, which gives you a variety of ways that you can record the refund:
Reassigning Charges Vs. Writing-Off Charges
When you've selected refund, you will then be presented with a screen asking if you would like to reassign the charges to the contact or to write off the charges.
Reassigning charges effectively releases the charges from the previously created invoice. This enables you to edit or remove charges if needed. You can then invoice with the updated charges.
Writing-off charges is used when you will not be re-invoicing the contact with the charges that previously formed the invoice you're refunding. The charges will be removed permanently.
If you've integrated your Habu account with Stripe or Adyen, you have the ability to refund an invoice via the card your customer paid with. Simply navigate to the invoice that you'd like to refund, select the triple dots on the left hand side of the invoice and click the 'Refund to Card' option.
You'll then be presented with option to reassign the charges or write-off the charges (see above).