NEW FEATURES
Partial Refunds
We’re thrilled to announce a powerful new feature in Finli’s payment management system: Partial Refunds! Designed to bring more flexibility and control to small business owners, this update allows businesses to provide refunds tailored to each unique situation — whether it’s a partial product return, a service adjustment, or any number of client-centric needs. Here’s everything you need to know about this latest addition and how it can support your business.
Key Features:
🌟 Enhanced Customer Satisfaction: Provide your customers with flexible refund options that match their specific requests. If a customer returns part of an order or only uses part of a service, a partial refund can accommodate those needs seamlessly.
🌟 Improved Cash Flow Management: By issuing refunds for only part of an order or service, businesses can maintain better cash flow than they would with a full refund, helping to protect their financial health.
🌟 Streamlined Back-Office Operations: The partial refund process is simple and straightforward within Finli’s system, helping businesses save time while accurately managing finances and customer relations.
How to Use Partial Refunds
Our intuitive interface makes issuing a partial refund quick and easy. Here’s a brief guide:
- Locate the Payment Record
- Head over to the “Payments” tab in your Finli dashboard and select the transaction you need to adjust.
- Select the Refund Action
- Choose the “Refund” option and specify the exact amount to be refunded. You can also add notes for your records or to communicate details to your customer.
- Process and Confirm
- Review the refund details, confirm, and the partial refund will be issued immediately. Your customer will be notified, and the refund will reflect directly in their original payment method.
UPDATES
‘Last Action’ Enhancement on Invoices Table
The “Last Action” highlight on the invoices table now reflects the most recent activity for each invoice, giving you quick access to the latest updates in one view. This means you’ll see details on recent:
- Notifications sent to clients
- Invoice Updates or adjustments made to amounts, dates, or items
- Payment History reflecting each transaction status
- Refunds processed, including partial refunds
This update streamlines visibility into your invoices, helping you manage your records more efficiently and stay informed at a glance.
Stay tuned for even more enhancements designed to make managing your business smooth and hassle-free!
