If you’ve ever had a situation where you refunded a client but would have liked them to repay those funds again later, this new feature is for you!
We’ve added a new option to allow your client to pay the invoice again after you log a refund. Essentially, you can decide whether or not you want to add that refunded amount back to the remaining invoice balance!
We wanted to improve how Dubsado handles refunds. Below are some situations where you can use this feature:
Before, logging a refund did not change the remaining balance on an invoice. Now, you can decide whether to reopen that invoice balance so that your client can make the same payment again.
When applying a refund, turn on the option for Allow client to repay. This will change the remaining balance on the invoice after the refund is applied.
For example, let’s say your client paid you $100.00. You then realize you need to refund this amount back to the client, but you do plan on collecting it again later in the future. When you issue the refund in Dubsado, turn on the option for Allow client to repay. The remaining invoice balance will go back up by $100.00 so that your client can make this payment again at a later time.
If you are refunding your client and don’t want them to repay that amount, you can leave this option off and the invoice balance will not reopen. For more information, please check out our help article on allowing clients to repay!
When you refund a client with Allow client to repay turned on, payment plan installment statuses adjust automatically depending on whether or not you set a due date! Your payment plan may change to say Overdue if the due date has passed, or it will say Unpaid if you don’t have a due date or if the due date is in the future. See our help article on allowing clients to repay for more information.
If you set a financial goal on your dashboard, any canceled transactions will no longer be included in this calculation, ensuring that you get the most accurate numbers possible!
For more information, check out the following help articles:
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