Refunds are credit notes
Refunds and adjustments in Recurso are credit notes. You issue a credit note for a customer — optionally linked to a specific invoice — and it either reduces what they owe or triggers a refund back to their payment method. This workflow issues the credit note from the Credit notes section and explains the downstream effect at the gateway and in the double-entry ledger.Grab the invoice first. Linking the credit note to the paid invoice keeps the
refund tied to the original charge, which the ledger and reporting rely on.
Before you start
- Find the invoice you’re refunding in Invoices and open its detail sheet to confirm the amount, currency, and that it’s Paid. Note its ID.
Steps
1
Open the credit note form
Go to Credit notes and click Create credit note. The form opens in a
right-hand sheet.
2
Fill in the credit
- Customer — pick from the dropdown (required).
- Credit amount — the value to refund/credit, in major units (required).
- Linked invoice (optional) — paste the invoice ID from the step above so the credit is tied to that charge.
- Reason — free text, e.g. Service downtime compensation.
3
Read the credit note's status
The new note appears in the list with an Amount, a Balance
(how much is still unused), and a status (
issued, used, active).
Click it to open the detail sheet, which also shows the Reason and, for a
money-back refund, a Refund status.4
Understand the gateway + ledger effect
Depending on the credit type:
- Refund to the customer — Recurso asks the payment gateway to refund the original charge; the note’s Refund status tracks that request through to completion.
- Credit toward future invoices — the balance drains against the customer’s next invoices instead of moving money at the gateway.
Related
- Credit notes — the credit note list and detail sheet.
- Invoices — find and open the invoice you’re crediting.
- Ledger & audit — where the refund’s ledger legs land.
- Run your monthly close — reconcile refunds against the ledger at period end.