1. Cashflow360
  2. Receivables
  3. Payment Management

Refund a customer

To refund a customer through Cashflow360, add them as a new vendor in your account and send them a payables payment.

If your customer has an account in the Network:

  • If your account is connected to theirs in the Network, you can use the same Payment Network ID (PNI) to connect to them as a vendor
    1. Find their Payment Network ID under the Details tab of their customer record in your account
    2. Add their PNI to their vendor record in your account

If your customer doesn't have an account in the Network:

  • Send them an invite so they can create an account and add their own bank account information
  • Send them a paper check

If you have an open credit memo for the customer:

  • You can delete the credit memo after you refund them
  • You can't write off credit memos or mark as refunded in Cashflow360, you can delete, apply to an invoice, or leave it open

ACCOUNT SETUP View all

GETTING PAID View all

CONNECTING WITH MY VENDOR View all

PAYABLES / HOW TO PAY View all

QuickBooks for Windows View all

QuickBooks Online View all

NetSuite/Intacct/Xero View all

Import/Export View all

Payables View all

Receivables View all

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    FAQ

    What a customer sees when charged for a payment Vendor not connected yet Managing Vendor payment methods Payment timing - Payables Check payments Charging a customer Updating a vendor's bank information Setting up and using the Network Applying vendor credits Processing Items from the Inbox

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