I have refunded a payment from Cin7 Core what do I do next?

After you have requested a refund for a payment for a Quote, Order or Invoice from Cin7 Core there are some automatic and manual steps required.

The next steps change based on if the refund was a full refund or partial refund.

For a Full Refund:

1. One the refund of the payment has been completed, Pencil will mark the payment as refunded in Pencil -> Sales Orders
2. Pencil will also automatically remove the payment from Pencil -> Sales Orders -> (...) Payment Details for this Cin7 Core Quote/Order/Invoice
3. One that is done, there are two manual requirements for Pencil to do. Please contact us once the refund is complete and then we will:
   1. Manually remove the payment from the Cin7 Core Quote/Order/Invoice so it can be processed again (if you want to process the payment again via Pencil).
   2. Manually then delete the payment in Cin7 Core as well.

For a Partial Refund:

1. One the partial refund of the payment has been completed please contact support@pencilpay.com and provide us the Cin7 Core Quote/Order/Invoice number and we will manually update the date in Cin7 Core.

Please note that the manual requirements are temporary while we implement a fully automated refund and reconciliation feature for Cin7 and Xero/QuickBooks.

For any other questions please reach out via our live chat or via email at support@pencilpay.com.