[Merged] Allow Partial Refunds for Prepaid Invoices / Advance Payments
[Merged into Improve/Add Controls to Refund Processing]
🔍 Problem Statement
Pelcro currently only supports full refunds for future phases/prepaid invoices. This prevents users/admins from applying a partial refund when they need to retroactively discount a future order. As a workaround, we have been processing these refunds directly through Stripe, but refunds processed outside Pelcro do not create the corresponding credit note and therefore are not reflected correctly in the deferred revenue accounting.
💡 User Story
As a user, I want to be able to issue partial refunds on prepaid invoices/future orders directly through Pelcro so that I can apply partial discounts or refunds while keeping the related accounting records accurate.
🎯 Definition of Done (DoD)
Users can issue a partial refund against a prepaid/advance invoice through Pelcro.
The partial refund creates the appropriate accounting records, including the corresponding credit note and deferred revenue adjustment.
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Comments1
Manish Patel
Sep 30
•Merged request
•3 votes
Improve/Add Controls to Refund Processing
🔍 Problem Statement
As a Pelcro admin, refund processing lacks flexibility — partial refunds are not supported (including on prepaid/advance invoices for future phases), refunds cannot be directed to a different method, and no internal note can be recorded. This forces refunds to be processed directly in the gateway, where they never produce a credit note and are not reflected in deferred revenue accounting.
💡 User Story
As a Pelcro admin, I want to issue partial refunds — on settled payments and on prepaid/advance invoices — with a refund destination and an internal note, so that I can handle every refund scenario in Pelcro while keeping accounting records accurate.
🎯 Definition of Done (DoD)