Every Refund, Clearly Recorded

Money going back to a client should be just as clear as money coming in. The Refunds tab in Money Matters keeps every refund you've issued in one place, whether it came from a credit note or a payment receipt. No guesswork, no missing records.

Find Your Refunds

1. Open Money Matters.
2. Click the Refunds tab.

No Refunds Yet?

If you haven't issued any refunds, you'll see a "No Data" message. That simply means there's nothing to show yet. A s soon as you issue a refund, it will appear here.

Your Refunds List

Once you've issued refunds, they're all listed neatly in one place. Here's what each column tells you:

• Refund Serial: The unique number for each refund, so it's easy to find later.
• Payment Method: How the money was returned, such as Bank Transfer, Cash, Card, or Cheque.
• Refund Against: Where the refund came from, either a Credit Note or a Receipt.
• Refund Amount: The total amount refunded to your client.
• Refund Status: Where the refund stands. For example, Success means the refund was completed.

Tip: Use the Refund Against column to quickly see whether a refund came from a credit note or a payment. It makes matching refunds to the right invoice or payment much easier.

Preview a Refund

Want to see the full details of a refund? It only takes a click.

1. Click the three-dot menu (⋮) at the end of the refund row.
2. Select Preview.

3. The preview shows everything about the refund, including the amount, payment method, and where it came from.
4. Need a copy? Download it as a PDF to keep for your records or share with your client.

Tip: Download and share the refund PDF with your client right after the refund is done. It gives them clear proof that the money is on its way and builds trust.