This article is for beta testers only. If you're not part of the beta group, you won't see this update in your account—yet. This sneak peek gives you a look at what’s coming soon to ServiceCore.
The new refund workflow is currently in beta. This update simplifies how you issue refunds, with a cleaner interface and smarter automation behind the scenes. Here's what’s changed.
Before You Start
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This update is only available to accounts in the Refunds V2 beta.
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You’ll still see your old refunds—no need to worry about losing data.
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All newly created refunds will follow the new process.
Watch: Refunds V2 Video Guide
Prefer to see it in action? Watch this short video to get a walkthrough of the new refund workflow.
What’s New in Refunds V2
1. New Tabs: Legacy vs. New Refunds
Refunds are now split into two tabs:
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Legacy Refunds: Refunds created before the beta update.
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New Refunds: Refunds created using the updated workflow.
This helps you keep past and future records organized.
2. No More Line Items
Creating a refund is now faster. You no longer have to add line items. Just select:
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An invoice (for applied payments)
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Or an unapplied payment (if it hasn’t been tied to an invoice)
3. New: Take Replacement Payment Option
If you're refunding a payment but want to collect a new one (for example, using a different payment method):
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Select Take Replacement Payment from the refund.
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Click Go to Payment to record the new payment right away.
4. Applied Payment Refunds Reopen the Invoice
Refunding a payment that was already applied to an invoice?
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That invoice will now automatically re-open.
Before this update, it stayed marked as paid—this fixes that.
5. Unapplied Payment Refunds Remove the Credit
Refunding an unapplied payment?
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The associated customer credit is now automatically removed.
Previously, that credit would remain in the account even after a refund—this change prevents accidental double-refunds.
Feedback Welcome
We’d love your input! If something doesn’t work as expected or feels confusing, let us know. Your feedback helps shape the final version of this workflow.