Note: This feature requires refunds to be enabled on your GoCardless account. See here for more information.
Refunds may be issues against either a fully paid Invoice, or a paid Payment Schedule Line Item.
Invoice Refunds
To fully refund a paid Invoice, click the GoCardless refund button on the Invoice.
You can then populate the Reason and Reference for the refund. The reason will be used for future reference in GoCardless, and the Reference will appear on the bank transaction.
Payment Refunds
To refund an individual payment, navigate to the appropriate payment schedule line item and click GoCardless refund.
Refunds of individual payments may be for any value up to the amount of the payment. You can then populate the Reason and Reference for the refund. The reason will be used for future reference in GoCardless, and the Reference will appear on the bank transaction.
Issuing a GoCardless refund will refund the customer, however it will not create a reconciled refund object in Salesforce. You will need to manually connect the refund in Salesforce. You can view the refunds report (in the reports tab, called 'GoCardless refunds to be actioned') to see a list of refunds that need action taking within Salesforce.