Refund a payment and cancel an invoice

If a payment has been initiated or completed in error, you can refund the payment, delete the payment record in White Fuse and cancel the associated invoice.

Refund the payment manually

When a payment has been received, you must manually process the refund. The method for this depends on how the payment was made:

• Manual Bank Transfer: Return the payment via a direct bank transfer.
• GoCardless: Log in to your GoCardless account to process the refund. For detailed instructions, please see the relevant GoCardless support article on refunds.
• Stripe: Log in to your Stripe account to process the refund. For more information, please see the Stripe support article on refunds.

Delete the payment in White Fuse

The refund will not be automatically reflected in White Fuse. Therefore, after issuing a refund, you will need to find the payment in White Fuse and delete it.

You can find the payment in two ways:

• Go to Reports > Payments.
• Look in the payments section of the related invoice.

Use the action menu (...) next to the payment to delete it. Please note that deleted payments cannot be restored.

Cancel the invoice

If a member has changed their mind, failed to pay, or requested a refund, you may wish to cancel the outstanding invoice on their contact record.

You can find the invoice in two ways:

• Go to Reports > Invoices.
• Look in the activity feed of the related contact.

Use the action menu (...) next to the invoice to cancel it. Cancelled invoices can be restored if needed.