How to Refund a Customer Invoice

Modified on Thu, 16 Apr at 6:16 PM

Overview

This guide explains how to process a refund for a customer through the Invoice History in Cornerstone Billing Solutions. Follow the steps below to initiate the refund request and document it properly with a support note.

Processing a Refund

To process a refund, you must initiate the request from the customer's invoice and add a detailed support note.

Navigate to Invoice History. From the customer's account, click Invoice History.
Select the Invoice. Highlight the invoice you wish to refund.
Initiate the Refund. Click REFUND.
Document the Refund. Add details regarding the refund to the support note.
Creating the support Note

⚠️ IMPORTANT

If a pop-up appears notifying you that the refund must be processed from your office, it means Cornerstone never received the original funds and cannot return them. In this case, you should manually issue a check to your customer and REMOVE the payment from the invoice.

Need Additional Help?

Our Customer Success team is here to assist you.

Phone: 847-405-9517 x1
Email: customer.success@alarmbills.com