This procedure helps keep payment information consistent between Plannit and QuickBooks Online when a refund is issued outside of Plannit.
⚠️ Voiding a payment in Plannit does not automatically refund the customer.
Here are the steps to follow in Plannit:
Open the invoice.
In the Payment Schedule section, click the arrow to the right of the payment.
Select Void to cancel the payment record.
Then create a new manual payment corresponding to the amount actually retained after the refund.
Example:
If the customer paid $500 with Plannit Pay and you want to manually refund $100, create a new manual payment of $400.
In the Note field, enter the following information:
the date and amount of the original payment made with Plannit Pay;
the date and amount of the manual refund;
the refund method used (cash, Interac e-Transfer, cheque, etc.).
Click Save.
Finally, issue the $100 refund directly to your customer using the selected refund method (cheque, Interac e-Transfer, cash, etc.).
⚠️ The refund must be issued manually to the customer. Plannit does not automatically transfer any funds as part of this procedure.