Refunding a deposit to the credit card/bank account of the client directly from Archie
On the main page, click "Billing & products", and click "Deposits" to view all deposits generated
Identify the specific deposit you want to refund.
Locate the three dots (...) button associated with that deposit and click on it.
Select "Refund" to initiate the refund process.
Select "Close the deposit by creating a credit note" to begin the credit note process.
Select "Close the deposit manually with a custom note" if the refund was processed outside the Archie app
Click "Confirm" to proceed to the credit note creation screen.
You have the option to modify the product descriptions lines if needed by clicking the three dots button next to each line
Within the credit note creation screen, click "Pay."
Select the "Payment method" desired, and set the amount to refund
If the payment method selected is "Stripe charge", select the stripe charge for the dropdown list, and set the amount to refund
Set the amount to be paid for the refund.
Specify the date and time for the transaction.
Indicate whether you want to send an email notification about the refund.
Click "Confirm" to complete the refund process.
You can review the credit note recently created by going back to Invoices, and clicking the credit notes tab.
Archie tip: If you have a payment app associated (e.g. Stripe), you will be able to see stripe as payment method, if the invoice was originally paid with Stripe, selecting this method will credit back directly to the client's card. Selecting any other payment method won't trigger an action automatically. For example, if you select "Check" as payment method, it will need to be processed manually on your side.
Archie tip #2: You can also initiate a refund by going to the account that you want to refund, click the Deposits tab, identify the deposit that you want to refund, click the 3 dots button, click "Mark as refunded", and follow the process described above.