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For small businesses: Business features

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Sales | Refunds - Ability to process in bulk

We would like to upload a batch of customer refunds via csv instead of going in one by one to do a refund per customer per invoice.

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Jennifer Falconer shared this idea  ·   ·  Report…  ·  Admin →
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  • Deidre Vollenhoven commented  ·   ·  Report

    Hi there once a payment has been recorded in accounts receivable as an overpayment there should be an option to create refunds by selecting the overpayments in AR the same when you process batch payments for creditors in AP.

    Makes it so much easier when you have a lot of refunds to process in one day.

    It also makes sense that we should be able to then export the payment file and upload to internet banking.

    thanks Deidre

  • Nikki Valintine commented  ·   ·  Report

    If I could go to client invoices that are awaiting payment, filter by name and select multiple overpayments that need to be refunded to one client, and then select "Refund" that would be super. Currently it is a time consuming process to refund multiple overpayments especially when each refund takes you out of that customers transactions and you have to repeatedly search for their overpayments to refund. Background for this senario... elderley client is no longer using product/service but is unable to cancel weekly AP due to health and/or they do not use online banking.