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How do I make a refund?

You can only make refunds for successful payments (transaction type: payments, status: success). Further, you cannot refund offline payments through Zoho Billing.

Here’s how you can refund a payment.

  • Go to the Customers tab and select the customer for whom refund has to be made.
  • Click the Transactions tab and filter by Payments.
  • Select the appropriate transaction and click the Refund button.
  • Enter the amount to be refund and a short note about the refund if you want. Click Save.
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