Refund a payment
Give back all or part of a completed payment, and know what Ormi does for card versus cash refunds.
- For
- Admin, Office staff, Owner
- Where
- Web app
- Updated
Refund it
- Open the invoice's Payments tab and choose Process Refund from the payment's menu, or click Refund on the payment under Payments, Transactions.
- Choose Full Refund or Partial Refund. For a partial refund, enter the amount.
- Optional: add a Reason.
- Confirm. You will see "Refund processed".
Cash and check refunds
For cash or check, Ormi only records the refund. Give the money back to the customer yourself.
Voiding an invoice
Ormi has no void for a sent invoice. A draft can be deleted with Delete Invoice. For a sent invoice that should not be paid, refund any payment and contact us if it needs to be cancelled.
What if this fails?
- The refund was refused.
- Your role may not include refunds. Ask an admin or office manager to do it.
Related tasks
Still stuck?
If you already use Ormi, the ? button in your dashboard sends a question to our team with your account attached. Otherwise:
- Phone
- (972) 944-0404
- [email protected]
- Message
- Contact page