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How to Refund a Payment

If you need to return money to a customer after a payment has already been recorded, work with your accounting/finance process to issue the refund through the…

Steps

  1. Confirm the amount and original payment recorded against the invoice (Get Paid → Invoices → open the invoice).
  2. Process the actual refund through the original payment method (e.g. bank transfer back, cash, or your card processor's refund tool, as applicable).
  3. Adjust the invoice's recorded payment so its balance reflects the refund.

Good to Know

There is no dedicated one-click "Refund" button confirmed in the Sumung invoice UI - refunds are handled as a combination of your external payment method's refund process and adjusting the recorded payment in Sumung.

Related Articles

  • How to Record a Payment Received
  • How to Handle Overpayments
  • How to Write Off a Bad Invoice

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