Hello Hubspot.
Not sure if i’m missing something, but I can’t find any way to issue a credit memo or partial refund for an already paid invoice.
We collect payment in full from our clients upfront for services we render. In this situation, one of the services weren’t required after the payment had been made and we needed to issue a partial refund.
The problem is that there is no way for us to account for this refund and tie it to the invoice in hubspot.
Please help!
@msantourdjian HubSpot realeased a Credit Memo Beta, available in Public Beta in Product Updates. It provides those features.
You can create a Credit Memo for a Company/Contact and apply it to other invoices as credit.
Hi everyone,
I’m William, the PM for the Accounts Receivable team in Commerce Hub.
I’m happy to share that credit memos have now been delivered and are available to all Commerce Hub customers, including Free. With this update, users can create a credit memo directly from an existing invoice. For already paid invoices, issuing a credit memo does not automatically process a refund. Instead, it creates a balance on the contact’s record that can be applied to future invoices.
You can learn more about how to create and manage credit memos here: Create and apply credit memos
We could not have built this without your feedback. Thank you all for taking the time to submit and comment on this idea!
Thank you,
William