Credit notes & Refunds

Upodi provides support for handling negative invoices. Negative invoices result in a credit note, which is characterized by the detail that the total amount is less than 0 (negative).

Credit notes balance out existing invoices, allowing Upodi to settle the balance. It also enables customers to handle adjustments over time and provide corrections.

Create a credit note

Locate the invoice in the web application and click actions into Duplicate and reverse. This creates a draft credit note, which can be edited and finally booked.

Do it via the API or the SDK like this:

curl --location --request POST 'https://api-front.upodi.io/Invoices/{invoiceId}/duplicate' \
--header 'X-version: {version}' \
--header 'Content-Type: application/json' \
--header 'Authorization: Bearer {ApiKey}' \
--data-raw '{
    "reverse": true
}'

Refunds

A credit note can also be refunded, which directly refunds the previous successful transaction on the Credit Card. It is therefore a requirement that the Credit Note is created correctly as a credit note of the original invoice and not as a custom credit note. It is also a requirement that the originating invoice was successfully paid with that same Payment Provider. The refund can only be carried out once the credit note has been booked in Upodi.

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Refunds

Please be aware that refunds are only available for some of our credit card providers. See which ones at our payment provider section Credit Cards


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