Issuing a refund

If you are looking to provide a client with direct money back for a transaction, you would issue them a refund. Unlike an account credit, the money would process back to the used credit card.


This is a good option to use when you want to provide money back but a client no longer owes you any future money. 

Click here to learn how to issue a refund for an Online payment, and here for an Offline payment.

Giving an account credit

If you are looking to provide a client with compensation and the client still has an owed balance, this would be a good option.

This option allows the client to have their refund applied to the balance they owe or towards a future event.

To learn how to issue an account credit without issuing a refund, click here.

To learn how to issue a refund as an account credit, click here.

To learn how to record an account credit for future use, click here.

You can also provide an account credit if a client needs to reschedule an event due to COVID-19. Click here to learn how.

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