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Refunds

Refunds return money to customers for payments they’ve made. Alguna supports full and partial refunds through the dashboard.

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Refund Types

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Creating a Refund

1. Navigate to Invoices in the sidebar
2. Find and open the invoice
3. Go to the Payments tab
4. Find the payment to refund
5. Click Refund
6. Enter amount (or select full refund)
7. Add reason for the refund
8. Click Process Refund

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Refund Status

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Status Flow

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Partial Refunds

You can issue multiple partial refunds up to the original payment amount. Example: To issue a partial refund:

1. Navigate to the payment
2. Click Refund
3. Enter the partial amount
4. Add reason
5. Process

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Refund via Credit Note

For proper accounting documentation, create a credit note along with the refund:

1. Navigate to Invoices → Select invoice
2. Click Create Credit Note
3. Enter the amount to credit
4. Add reason
5. Check Process Refund to return funds
6. Click Create

This creates both a credit note for your records and processes the refund. See Credit Notes for more details.

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Handling Failed Refunds

If a refund fails:

1. Navigate to Invoices → Payments
2. Find the failed refund
3. Check the failure reason:

4. Click Retry or choose to issue a credit to the customer’s account instead

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Accounting Impact

When a refund is processed:

1. Revenue reversal - Revenue is reduced for the period
2. Credit note created - Documentation for the refund
3. Payment status updated - Payment marked as refunded/partially refunded
4. Invoice status may change - If fully refunded

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Webhooks

Configure webhooks in Settings → Webhooks.

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Viewing Refund History

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For a Specific Invoice

1. Navigate to Invoices → Select invoice
2. Go to Payments tab
3. View all payments and refunds

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Across All Customers

1. Navigate to Reports → Refunds (if available)
2. Filter by date range, customer, or reason
3. Export data as needed

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Best Practices

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Common Scenarios

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Subscription Cancellation

Customer cancels mid-period and requests refund for unused time:

1. Calculate the unused portion
2. Navigate to the invoice
3. Create a credit note for the unused amount
4. Process the refund

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Service Issue Compensation

Customer experienced service issues:

1. Navigate to the customer’s profile
2. Choose between:
   • Refund: Return money via original payment method
   • Credit: Add credit to their account for future invoices
3. Document the incident reference

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Billing Error

You accidentally overcharged a customer:

1. Navigate to the invoice
2. Create a credit note explaining the billing error
3. Process the full refund for the overcharge amount

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Next Steps