When you refund a payment, you are essentially returning the funds received from a customer. Refunds may be partial (only a portion of the amount is refunded) or full (the entire amount is refunded).
There may be several reasons for refunding a subscription such as incorrect charge, cancellation, or unsatisfactory service.
In Chargebee, you can either issue a refund or record offline refunds. For both operations, Credit Notes will be generated for the refunds made.
You can issue a refund for paid or partially paid invoices through the web interface or using the API . To issue refund through the web interface, open the invoice that you want to refund and click the Refund button on the Actions panel:
A prompt asking you to confirm the refund appears, displaying details of the Credit Notes that will be created for the refund. Click Confirm.
A Refundable Credit Note with details of the refund made will be available in the Credit Notes page.
To reconcile the refunds that you have made offline, record them in Chargebee using the Record Refund option:
You can use this option to record refunds that have been made via payment methods other than card such as cash, check, bank transfer, and so on.
Click Record Refund to provide details of the refund, such as the amount, refund method, refund date, reference number. Provide comments and notes, if any.
You can also record offline refunds using the 'record a refund' API .
You can only refund up to the amount charged on the invoice. That is, you can make one or more partial refunds or a full refund against an invoice until you reach the total amount charged. Chargebee will not let you refund more than what is on the invoice.
When refunding an invoice that also includes Promotional Credits, the refund will proportionately return the funds to both the card used and the Promotional Credits balance.
Total Invoice Amount: $12
Promotional Credits Adjusted: $6
Card Payment: $6
If you're refunding say $6, $3 will be added back to the Promotional Credits balance and $3 will be returned back to the card used to make the payment.
If you want to provide credits to your customer instead of a refund, you could create Credit Notes. This is quite useful in situations where you do not have to refund money to a customer, but you can provide credits that can be applied to the next invoice.