Credit invoices

Modified on Mon, 22 Sep at 3:32 PM

TABLE OF CONTENTS

Credit invoices in Moder
Creating credit invoice in Moder
Refunding money through the payment provider
- Payment refund via Stripe

Credit invoices in Moder

Credit notes, or credit invoices, are necessary when a payment needs to be refunded to the customer, either fully or partially, due to reasons like incorrect billing or a cancellation. In Moder, credit notes can be easily created based on the original invoice. However, it’s important to note that the actual refund must be processed directly through the payment provider, such as Paytrail or Stripe, or via a bank transfer.

Credit notes play a vital role in managing accounting and customer service. A carefully created credit note ensures that refunds are properly recorded in Moder, even though the actual payment refund is handled through the payment provider.

With these instructions, you can efficiently manage credit situations and ensure all necessary steps are handled correctly.

Creating credit invoice in Moder

You can create a credit note by opening the invoice you want to credit and selecting the "Create credit invoice" button in the top-right corner. The credit invoice can be edited if necessary before saving, such as by modifying line items or adding additional information.

How to proceed

Open the invoice from the booking

Go to the booking where the payment was refunded and open the original invoice.

Create credit invoice

Click the "Create credit invoice" button. All line items from the original invoice will automatically be added to the credit invoice as negative amounts.

Save the credit invoice

Check the details and save the invoice.

All invoice line items are recorded as negative amounts, ensuring the credit is correctly reflected in the accounting records.

As a last action, mark the credit invoice as paid for the correct payment method (the method which was used to refund the money back to the customer).

Refunding money through the payment provider

Please note that refunds cannot be processed directly from Moder. Refunds must be handled through Stripe. The instructions below are general guidelines.

Note! Always check the specific refund instructions in your portal.

Payment refund via Stripe

Log in:
Access your Stripe portal using your credentials.
Find the payment:
Search for the payment you wish to refund.
Approve the refund:
Verify the details and approve the refund.

For more information about refunds, use Stripe's Help button or chat service.