Loading
This article shows you how to refund a customer from your systeme.io account.
What you'll need:
- A systeme.io account
- At least one transaction
You can refund any of your customers' transactions from your systeme.io account.
Refund availability depends on your payment gateway. For example, to make a refund, you must have sufficient funds in your payment gateway balance.
To refund a customer, go to Sales, then to Transactions (1).
Once on the transactions page, you will see a list of all transactions for your products and courses.
In the Filter by section to the left, you can refine your search if you want to find a specific sale.
You can search for a transaction by using the customer's email address, selecting the price plan they chose, selecting a date range, or filtering by customer type (company vs. individual) and customer country. Click on Filter (2) to see the results.
Note: The customer type and country filters are especially useful for separating B2B and B2C sales. This allows you to easily find and export specific invoices to meet accounting or regional B2B e-invoicing compliance requirements (such as Peppol).
Once the transaction is displayed, click on the three dots menu, then click Refund. Confirm the refund to complete the process.
Once the refund is processed, an invoice will appear showing a negative amount. You can send this invoice to your customers as proof of refund.
FAQs:
- Question: Is it possible to partially refund a customer?
- Answer: No, partial refunds are not currently supported in systeme.io.
- Question: Is it possible to refund a systeme.io transaction through my own bank account?
- Answer: Yes, it is possible.
- Question: Will refunding a customer from my bank account and directly from systeme.io make a double refund?
- Answer: No, it does not make a double refund.