Refund a customer
To refund a customer through Key CashFlow, add them as a new vendor in your account and send them a payables payment.
If your customer has an account in the Network:
- If your account is connected to theirs in the Network, you can use the same Payment Network ID (PNI) to connect to them as a vendor
- Find their Payment Network ID under the Details tab of their customer record in your account
- Add their PNI to their vendor record in your account
If your customer doesn't have an account in the Network:
- Send them an invite so they can create an account and add their own bank account information
- Send them a paper check
If you have an open credit memo for the customer:
- You can delete the credit memo after you refund them
- You can't write off credit memos or mark as refunded in Key CashFlow, you can delete, apply to an invoice, or leave it open
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