1
Open the billing area
Start from the customer, invoice, checkout, or payment section connected to the transaction.
All features
Feature guide
Use Payment Refund with confidence
Purpose This feature is used to manage payment refund workflows. How to use it Use it when recorded payments need to be reversed or adjusted in a controlled process. Connected areas This feature should be used as part of the broader etellu System workflow, not as an isolated tool. Make sure the related lead, customer, project, support, or billing record is also kept up to date. Best practice Only enable process changes in this feature when the team understands the operational impact. Feature-level changes often affect multiple parts of the CRM.
How to use Payment Refund
Start with the record or workflow you already use, then follow these steps to keep the work clear and connected.
2
Confirm the billing details
Review customer information, amounts, taxes, payment method, and any notes before sending or charging.
3
Complete the payment workflow
Collect payment, record the result, or start a refund when the situation calls for it.
4
Review the record
Use the saved transaction history to answer customer questions and keep finance work organized.
Where it helps
Payment Refund helps users keep daily CRM work in one reliable place, with fewer handoffs and less duplicate entry.
Best next step
Open the related record, update the details, and use the saved activity to guide the next message, task, booking, report, or payment action.
Ready to use Payment Refund?
Sign in and continue from the customer, lead, task, report, or billing area connected to your work.
