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Wiki source code of How To Refund To Credits

Version 1.1 by Isaac Mejia on 2025/12/15 16:15
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3 = How To Refund To Credits =
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5 {{info}}KB: MSI Knowledgebase • Category: Payment Management • Source: [[https://membersolutions-9221154.hs-sites.com/kb/how-to-refund-to-credit_1487536459>>https://membersolutions-9221154.hs-sites.com/kb/how-to-refund-to-credit_1487536459]]{{/info}}
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7 **Credits **are a balance added to a member's account that they can use toward future purchases. It works just like any other payment method, and **Credits **can be applied to any invoice at checkout.
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9 **Credits **are especially useful for refunds as it allows you limit cash outflow but still resolve customer issues or refund requests. This article is going to teach you how to refund any invoice to **Credits**.
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11 Any paid invoice can be refunded to **Credits**. Go to the invoice you would like to refund, and choose **Refund Item **at the bottom. //Note: You may need to scroll down on the invoice page to be able to see the refund option. // image:Refund%20Screenshot.png
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13 Where it says "Please select your option" you'll want to select either **Payment **or **Item and Payment. **Click **Next. image:Refund%20Option.png**
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15 On the next screen, you can choose how to refund the payment. Choosing **Credits **then clicking **Refund **will apply that credit amount to the member’s account. image:Credits%20Screen.png
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17 * Now the invoice will show the Credits as a new line it, and by clicking on the member's name, you'll be taken back to their main profile page, and by navigating to **Account -> On Account** you'll be able to see their **Credit Balance**. The **Credits **can then be used for future purchases.image:Credits%20Invoice.png[[image:Credit%20Balance.png>>http://www.atlassian.com/]]
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