Refund a sale
Use this flow when a customer should receive money back for a sale. Refunds are returned to the original payment method where applicable, and Ferb creates a credit note for the refunded amount.
You need an owner, admin, or manager role to issue a refund.
Start from the sale
Go to Sales and open the sale.
Choose the action Ferb shows for that sale:
Resolve booking for an eligible class booking.
Resolve Open Access for an access pass.
Resolve purchase for bundles, gift cards, or other products with remaining value.
Open the ... menu and choose Refund purchase for a standard payment refund.
The guided resolution shows the safe choices for that product before you apply the change.
Refund a payment
Open the ... menu and choose Refund purchase.
Review Original, Already refunded, and Remaining refundable.
Enter the refund amount. Use the full remaining amount for a full refund, or enter a lower amount for a partial refund.
Enter a refund reason.
For an eligible full booking refund, choose whether to also cancel the booking.
Select Confirm refund.
What happens
A full refund can cancel the related booking or entitlement when you choose that option.
A partial refund returns money only; the booking or entitlement stays active.
Card-funded money is refunded through Stripe. A gift-card-funded portion is restored to the gift card.
Ferb creates a credit note against the original invoice. The original invoice remains unchanged.
If no refund action is available, the sale may already be fully refunded, have no refundable value left, be partner-managed, or need a different correction flow.
Related
Find a sale or sales document
Manage a class booking: rebook or cancel/refund
