Refunding the credit card/bank account of client directly from Archie
On the main page, click "Billing & products", click "Invoices", and click the "Invoices" tab.
Identify the specific invoice you want to refund.
Locate the three dots (...) button associated with that invoice and click on it.
Select "Create a credit note" to initiate the refund process.
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
Ensure you select the payment method that was originally used to pay the invoice. For example, if the invoice was paid using a credit card, choose the 'credit card' payment method."
If the selected payment method matches the one originally used to pay the invoice, you will see the option to 'refund from a payment processed with Archie.
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 don't see the 'Refund from a payment processed with Archie' option, it means that the selected payment method does not match the one originally used to pay the invoice.
Using a different payment method or selecting the 'Refund outside of Archie' option will not trigger an automatic action. For instance, if you choose 'Check' as the payment method, it will need to be processed manually on your end
Archie tip #2: You can also initiate a refund by going to the account that you want to refund, click the Invoices tab, identify the Invoice that you want to refund, click the 3 dots button, click "Create a credit note", and follow the process described above.
