Refund or Credit
Both refunds and credits are accounted for in Xero with a credit note. A full or partial refund to a customer’s credit card is accomplished in Stripe, the credit card processing service for Nutriate invoices in both Xero and Shopify.
Xero Credit Note
- Login to Xero.
- ‘Sales’, ‘Invoices’, ‘Paid’ – find the number of the relevant invoice, for example INV-0070.
- Click on the ‘New Credit Note’ button.
- Fill in the ‘To’ box. In the ‘Reference’ box, enter the number of the relevant invoice. Enter the item/s to be refunded.
- Click on ‘Approve’ (or ‘Save’ for later review and approval).
Refund
- To account for a refund by cash or check,
FedEx Refund
After the package has been delivered and the invoice has been received (typically a week later), then call FedEx at 1-800-622-1147 to request a refund.