If you've issued a credit note for a customer, you have two main options: you can allocate the credit to future invoices or refund the amount in cash. To process a cash refund, follow the steps below:
Click on "Billing" and then click on "Invoices".
Use the "Search" field and enter the credit note number or customer's name.
When you've located the credit note, click on the "View" icon.
If the credit note is "Approved", a section will appear at the bottom of the invoice to issue a refund.
Enter the refund details in the form and submit it. Please note, you will only be able to refund an amount that is unallocated.
NOTE: If you record a refund in Teachworks, this will create a record of the refund, but it will not return money to the client's credit card. To refund credit card payments, you will need to go to the payment in your Stripe account and click on the "Refund" option. Additionally, if your payment processor is not Stripe, refer to its refund documentation to complete the transaction.