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How to refund your customer

πŸ“… Last updated: June 2026
⏱ 5 min read
βœ… All plans

This article shows you how to refund a customer from your SystemeScale account.

What you’ll need:

  • A SystemeScale account
  • At least one transaction

You can refund any of your customers’ transactions from your SystemeScale account.

⚠️
Refund availability depends on your payment gateway
Refunds depend on the payment gateway used for the transaction. For example, to make a refund, you must have sufficient funds in your payment gateway balance.

Step 1: Open the transactions page

Start from the Sales area of your SystemeScale account.

1
Open Sales
Go to Sales.
2
Open Transactions
Click Transactions.

Once you are on the transactions page, you will see a list of all transactions for your products and courses.

Step 2: Find the customer transaction

In the Filter by section on the left, you can refine your search if you want to find a specific sale.

You can search for a transaction by using:

  • The customer’s email address
  • The price plan the customer chose
  • A date range
  • Customer type, such as company or individual
  • Customer country
1
Apply your filters
Enter the search criteria you want to use.
2
View the results
Click Filter to see the matching transactions.
ℹ️
Useful for accounting and compliance
The customer type and country filters are especially useful for separating B2B and B2C sales. This makes it easier to find and export specific invoices for accounting or regional B2B e-invoicing compliance requirements, such as Peppol.

Step 3: Refund the transaction

After locating the correct transaction, use the transaction menu to process the refund.

1
Open the transaction menu
Once the transaction is displayed, click the three dots menu.
2
Choose Refund
Click Refund.
3
Confirm the refund
Confirm the refund to complete the process.
πŸ“
Check the transaction carefully before confirming
Make sure you are refunding the correct customer transaction before confirming the refund.

Step 4: Send the refund invoice

Once the refund is processed, an invoice will appear showing a negative amount.

You can send this invoice to your customer as proof of refund.

🧾
Need to send an invoice to a client?
Review the invoice guide if you need help sending invoices from SystemeScale.
Read Invoice Guide β†’

Frequently asked questions

Is it possible to partially refund a customer?

No. Partial refunds are not currently supported in SystemeScale.

Is it possible to refund a SystemeScale transaction through my own bank account?

Yes, it is possible.

Will refunding a customer from my bank account and directly from SystemeScale make a double refund?

No. It does not make a double refund.

Related payment guidance

Refunds are connected to the payment gateway and transaction setup used for the original purchase.

πŸ’³
Need to check your payment gateway setup?
Review your gateway integration guides if refunds are not available or if payment transactions are not appearing as expected.
Read Stripe Guide β†’
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