Credit notes and refunds
A credit note is an invoice that has a negative total amount. This means that the money is owed to the customer, i.e. it needs to be refunded to them.
Move-out refunds
When a customer moves out of a storage unit, you are asked to choose what to do with any leftover money in the deposit, prepayment, and revenue accounts for that unit. If you choose to return some or all of the money to the customer, a credit note will be created for this.
For more information: Processing a move-out job
Ad-hoc refunds
If you need to refund money to a self storage customer, you can manually create a credit note by following these steps:
1. Go to the unit rental page and click the Invoices tab.
2. Click the + icon at the top of the invoices list to create a new invoice
3. Click the + icon at the top of the Items section to add a new invoice item and select Custom charge...
4. Add the amount you want to refund as a negative amount
5. Enter any other details such as accounting code etc. and click Add item
6. You can now follow the Processing refunds steps below to complete the refund
Processing refunds
The value of a credit note is usually returned to the customer via a refund. This can be done in the following ways:
Manual refunds
- Go to the credit note page in Storeganise and click the `+` button in the Payments section
- Enter the details such as the date the payment was made, the method and any related notes such as transaction ID etc.
- Click `Add payment`
- The credit note will be marked as paid if the amount matches the total
Stripe refunds
If you integrate with Stripe, you can process a refund directly from the invoice to return funds to the customer's registered payment method. This is done by clicking the orange Refund customer button.
For more detailed information, see the following guide: Processing refunds for credit notes via Stripe