Agentic demo automation is here.
Meet Lily
This interactive demo was created free with Storylane in 2 minutes. Create your own demo
This interactive demo was created free with Storylane in 2 minutes. Create your own demo
Start free

How to Process a Refund for Customers in Xero

‍

‍

It is very easy to process a refund for customers in Xero. Here’s a short guide on how to do it:

‍

  1. On Xero's main dashboard, head over to the top menu bar and click 'Business'.
  2. Select 'Invoices' from the list of options.
  3. Following that, tap the 'Awaiting Payment' tab to proceed.
  4. Find and select the specific credit note you wish to use for the refund processing.
  5. Subsequently, scroll down to the Make a Cash Refund section and provide all the necessary information, particularly the Amount, Date, Bank Account, and Reference ID. Fill out the input fields accordingly.
  6. Once done, review the details and click 'Add Refund' to proceed.
  7. After completing these steps, the refund for your customer will be processed according to your input.
Similar Articles

How to Change Background Color in Miro

How to Group Accounts in a Xero Financial Report

How to Find Deleted Transactions From Bank Accounts in Xero

Build Killer Demos in 2 Minutes
Build Killer Demos in 2 Minutes
Build Killer Demos in 2 Minutes
Build Killer Demos in 2 Minutes
Build Killer Demos in 2 Minutes
Build Killer Demos in 2 Minutes
Build Killer Demos in 2 Minutes
Chrome Extension Icon
Try our Chrome extension
DOWNLOAD

Desktop app for macOS
DOWNLOAD
Backed by
Y combinator
AICPA SOC
GDPR
Products
Guided DemosSandbox DemosDemo Hub
Featured
Account RevealPersonalizationIntegrations
Solutions
EnterpriseGrowth & Demand
MarketingProduct MarketingSalesPresales
Resources
BlogTutorialsHelp DocsWhat’s NewDemo DundiesPlaybooks
Company
CareersPricingPartnersContactTrust CenterDemo Abuse
Customers
Demo ShowcaseCase Studies
Built in San Francisco Bay Area - ©2025 Storylane
Backed by
Y combinator
AICPA SOC
GDPR
Privacy PolicyTerms & Conditions
X Corp (formerly Twitter)LinkedIn
This website uses cookies to ensure you get the best experience on our website. Learn More
Got it