How can I refund the refundable credits available for a customer?
Problem Statement
You want to know how can I refund the refundable credits available for a customer.Scope
How to create an online refund from the refundable credit note?
How to create an offline refund from the credit note?
Summary
Just click on the refundable credits and then the credit note. You can select Issue a refund for online refund & Record an offline refund option (on the right panel). Hit this and enter the amount you'd like to refund.
Note
Total Refundable Credits for a specific customer We have updated our summary box to provide a more streamlined and elegant user experience. With this upgrade, hyperlinks have been added to the summary box, allowing users to easily access related information. The Total Refundable Credits on Summary Section is available at the top of the Customer details page which provides a total amount due of a customer and hyperlink that directs to the details. Refer to this link for more details.
With the help of "The line items' billing period on the invoice" settings, the service period for the line items in the credit notes will be the same as their respective billing periods on the invoice.
Navigate to Settings > Configure Chargebee > Billing LogIQ > Billing & Invoices > Set default service period for credit note line items. Please refer to this link for more information.
Solution
To create an online refund from a Refundable Credit Note
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Navigate from Invoices & Credit Notes > Credit Notes > Choose a Refund due credit note > ellipsis(...) > Issue a refund.
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You can provide a partial refund or a complete refund.
To create an offline refund from a Refundable Credit Note
You can navigate from the Customer/Subscription details page > Credit Notes
Navigate from the Invoice & Credit Notes Index page > Invoice details page > Credit Notes
(OR)Navigate from the Invoice & Credit Notes Index page > Credit Notes details page > Credit Notes
Note
On the recent UI enhancement you On the recent UI enhancement you can now scroll the index pages - Customers, Subscriptions, Invoices, and Credit Notes vertically. Earlier, the pages will be paginated which may prolong your search however with the new enhancement as you scroll down the list it will load all other data in a single page as highlighted below on the screenshot. Refer to this link for more information.
Now Select the Record an offline refund option for the Action panel on the right.
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