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Issue credit notes (for refunds, cancellations, etc.) directly from a customer's Payments tab

Erin avatar
Written by Erin
Updated this week

On a customer's profile, under Activity > Payments, you'll now find an option to send a credit note to a customer in the form of a pdf. This pdf can also be downloaded on your end.

In addition, its worth noting that the moment you issue a refund in credits to a customer's account, they'll get an email notification like this one.

However, if they need a break down of this refund in the form of a pdf like this one, click that dropdown menu pictured above and choose send/download receipt.

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