Purpose
Goodwill refunds allow you to refund a portion of a client's bill without returning a product and without affecting the client's credit balance. They create a negative line item in your financial records and are useful when refunding for service concerns, partial adjustments, or customer satisfaction reasons.
What is a Goodwill Refund?
A goodwill refund is a refund issued directly from an existing payment. It does not require a product return, and it does not add or remove funds from the client's credit balance. Instead, it records a negative adjustment for accurate financial tracking.
Creating a Goodwill Refund
To issue a goodwill refund:
Navigate to the Client Profile.
Open the Financial tab and select Payments.
Locate the payment you want to refund.
Click the three dots under Actions.
Select Goodwill Refund.
A modal will open. Complete the following fields:
Payment Method
Payment Amount
Refund Reason
Select Issue Refund.
A confirmation message will appear once the refund has been processed successfully.