Refunds Refunds return money to customers for payments they’ve made. Alguna supports full and partial refunds through the dashboard.
Refund Types Type Description Full Refund Return entire payment amount Partial Refund Return portion of payment
Creating a Refund
Navigate to Invoices in the sidebar
Find and open the invoice
Go to the Payments tab
Find the payment to refund
Click Refund
Enter amount (or select full refund)
Add reason for the refund
Click Process Refund
The refund is processed through your payment provider (e.g., Stripe). Processing time depends on the payment method—typically 5-10 business days for card refunds.
Refund Status Status Description Pending Refund initiated, processing Processing Being processed by payment provider Succeeded Refund completed Failed Refund failed
Status Flow Partial Refunds You can issue multiple partial refunds up to the original payment amount.
Example: Action Amount Remaining Refundable Original payment $300.00 $300.00 First refund $100.00 $200.00 Second refund $75.00 $125.00 Third refund $125.00 $0.00
To issue a partial refund:
Navigate to the payment
Click Refund
Enter the partial amount
Add reason
Process
Refund via Credit Note For proper accounting documentation, create a credit note along with the refund:
Navigate to Invoices → Select invoice
Click Create Credit Note
Enter the amount to credit
Add reason
Check Process Refund to return funds
Click Create
This creates both a credit note for your records and processes the refund.
See Credit Notes for more details.
Handling Failed Refunds If a refund fails:
Navigate to Invoices → Payments
Find the failed refund
Check the failure reason:
Reason Description Resolution Card expired Original card has expired Issue credit instead Account closed Bank account closed Issue credit instead Processing error Temporary error Retry later
Click Retry or choose to issue a credit to the customer’s account instead
Accounting Impact When a refund is processed:
Revenue reversal - Revenue is reduced for the periodCredit note created - Documentation for the refundPayment status updated - Payment marked as refunded/partially refundedInvoice status may change - If fully refunded
Webhooks Event When Sent refund.updatedRefund status changes (created, succeeded, failed)
Configure webhooks in Settings → Webhooks .
Viewing Refund History For a Specific Invoice
Navigate to Invoices → Select invoice
Go to Payments tab
View all payments and refunds
Across All Customers
Navigate to Reports → Refunds (if available)
Filter by date range, customer, or reason
Export data as needed
Best Practices
Document Reasons Always include a clear reason and reference any support tickets.
Use Credit Notes Create credit notes for proper accounting trails.
Consider Credits For service issues, offer account credits instead of cash refunds.
Monitor Patterns Track refund reasons to identify product or billing issues.
Common Scenarios Subscription Cancellation Customer cancels mid-period and requests refund for unused time:
Calculate the unused portion
Navigate to the invoice
Create a credit note for the unused amount
Process the refund
Service Issue Compensation Customer experienced service issues:
Navigate to the customer’s profile
Choose between:
Refund : Return money via original payment methodCredit : Add credit to their account for future invoices
Document the incident reference
Billing Error You accidentally overcharged a customer:
Navigate to the invoice
Create a credit note explaining the billing error
Process the full refund for the overcharge amount
Next Steps 
