Cin7 Pay payments, refunds, and disputes

Prerequisites

• You’ve set up Cin7 Pay

• You have the Money → Cin7 Pay permission

Paying invoices

You and your customers can make payments against authorized invoices. Payments against invoices can be made through any of your payment channels.

Here’s the typical workflow for paying invoices:

1. Authorize the invoice—Lets you or your customer make payments through any channel

2. Receive payment—Payments are recorded on the Invoice tab. Payment fees and surcharges (if any) are recorded on the Manual journals tab

3. Receive payout—Stripe pays out to your bank account. A receive money operation is created in Cin7 Core

4. Sync transactions to Xero or QuickBooks Online

Here’s how those transactions reconcile:

Paying quotes and sales orders

You and your customers can make payments against authorized quotes and sales orders. Payments against quotes and sales orders can be made via Pay Online or merchant-initiated transaction.

Here’s the typical workflow for paying quotes and sales orders:

1. Authorize the quote or sale order—Lets you or your customer make payments through Pay Online or merchant-initiated transaction

2. Receive payment—Payments are recorded as customer credits (Quote or Order tab). Payment fees and surcharges (if any) are recorded on the Manual journals tab

3. Authorize the invoice—Lets you apply the customer credit as payment

4. Apply credit—Credit is applied on the Invoice tab

5. Receive payout—Stripe pays out to your bank account. A receive money operation is created in Cin7 Core

6. Sync transactions to Xero or QuickBooks Online

Here’s how those transactions reconcile:

Issuing refunds without returns

You can issue full or partial refunds without returns from the Cin7 Pay dashboard:

1. Go to Money → Cin7 Pay.

2. Open Refunds and disputes.

3. Click the payment to refund.

4. Enter the Refund amount and Reason.

5. Click Refund.

Cin7 Pay will create a matching credit note debiting the liability account and crediting your bank. Stripe will deduct the refund from your next payout.

Issuing refunds with returns

You can refund payments on invoices, sales orders, or quotes from the transaction itself.

To refund invoice payments:

1. Create and authorize a credit note.

2. Open the credit note.

3. Click Cin7 Pay refunds under Additional charges and services.

4. Choose the payment to refund.

5. Click Send refund.

6. Enter the amount and reason.

7. Click Refund.

To refund a quote or sales order credit:

1. Open the credit note.

2. Click Cin7 Pay refunds under Additional charges and services.

3. Choose the payment to refund.

4. Click Send refund.

5. Enter the amount and reason.

6. Click Refund.

Refunds debit the liability account and credit your bank. Stripe will deduct the refund from your next payout.

Disputes

Review and accept or counter payment disputes:

1. Go to Money → Cin7 Pay.

2. Open Payments, refunds, and disputes.

3. Select the disputed payments.

4. Click Accept dispute or Counter dispute.

5. If you counter the dispute, follow the instructions to explain and submit evidence.

• Publish to everyone.4.log-2010416261.zip30 KB
• Publish to everyone.4.log-2010416261.zip30 KB