Recording a Refund in Cartwheel

Use this when payment needs to be returned to the client rather than allocated to another invoice.

Before you start

• Refunds are currently recorded at the invoice level, not the payment/transaction level.

Steps

• Navigate to the invoice that has been overpaid (or received duplicate payment)

• Click the three-dot (⋯) menu at the top of the invoice.

• Select Record Refund.

• Enter the refund amount:

  • Select the full overpaid/duplicate amount if refunding it in full, or

  • Choose Other Amount and enter a custom amount for a partial refund.

• Select the date of the refund.

• Enter a description/note explaining the reason for the refund (helpful for future reference/audit).

• Save. The refund is now recorded against the invoice.