Articles tagged refunds

Credits are owed-to-the-customer dollars on file. Here's when to issue one, how to apply it to an invoice, when to refund instead, and how the audit trail works.

Three ways money can flow back to a customer (or not) in Suprata. Each has different tax, accounting, and QuickBooks implications. Confusing them creates real headaches at year-end.

Credits and refunds are different tools for different problems — credits keep money in the relationship, refunds give it back. Here's when each is right, how to apply credits to invoices, and what syncs to QuickBooks.

Issuing a full or partial refund is a single click, but the downstream effects on the invoice, on QuickBooks, and on the customer's expectation are easy to get wrong. Here's the safe pattern.