Customer refund tracking that stops double refunds

Open the credit note for that customer and add a refund with the amount you paid back. CIPHER CRM lowers the remaining credit, adds the refund to the Refunds tab and creates a refund receipt you can download and share with the customer.

No. A refund is capped at whatever credit remains on the credit note. If part of it has already been applied to invoices or refunded, only the rest can be paid back, which stops double refunds and typing mistakes before they happen.

No. You pay the customer back the way you normally would, then record the refund in CIPHER CRM. The record keeps the amount, ties it to the credit note and gives you a receipt, so your records and the customer's proof match.

Yes. One credit note can be split between a refund and one or more outstanding invoices. A live summary of Total, Applied, Refunded and Remaining shows how the credit is being used while you work, so nothing is counted twice.

Yes. Each refund recorded on a credit note gets its own downloadable receipt. That gives the customer proof the money was paid back, and gives your team a document to point to if the question comes up again months later.

The Refunds tab on each credit note lists every refund made against it. Together with the Invoices Credited tab, it shows exactly how the credit was used, whether it was paid back, applied to bills or a mix of both.