How to process a refund in HelloGrowthCRM
Process full or partial refunds via Razorpay or Cashfree from inside HelloGrowthCRM. Auto-creates credit note in Zoho/Tally.
What this guide helps you do
Follow this article when you want a focused, step-by-step path to complete the task without digging through menus.
Need a broader overview first?
Go back to the Commerce & Payments section to browse more guides, compare related tasks, and choose a better starting point.
View all Commerce & Payments guidesHelloGrowthCRM lets you refund directly from deal/invoice — Razorpay/Cashfree processes; credit note auto-creates; customer notified.
How to use this guide
Read the intro to confirm this is the right workflow, complete the steps in order, then review the common issues and related articles if your setup behaves differently from the standard path.
What you'll need
- •Razorpay/Cashfree connected
- •Original payment within 6-month window
- •Owner, Admin, or assigned-rep role
- •5 minutes
- 1
Open the original payment
Deal → Payments → click payment.
- 2
Click Refund
Refund button at top right.
- 3
Pick refund amount
Full or partial (specify).
- 4
Add reason
Customer cancelled, Quality issue. Mandatory for audit.
- 5
Pick refund destination
Default original method. UPI: refunds always to source.
- 6
Confirm
Razorpay/Cashfree processes. Customer notified via email + SMS.
- 7
Credit note
Zoho/Tally auto-creates.
- 8
Deal/invoice update
Full refund auto-moves to Closed Lost-Refunded.
- 9
Track status
Initiated / Pending / Processed / Failed.
- 10
Reporting
Reports → Refunds. Volume, reasons, % of revenue.
Frequently asked questions
Refund timing?▾
Card 5-7 days; UPI 2-3 days; net-banking 5 days.
Refund fee?▾
Razorpay charges ~₹2-5 per refund.
Multiple refunds against one payment?▾
Yes if total ≤ original.
Reverse a refund?▾
Within 30 days. Customer doesn't get refund; status reverts.
GST treatment?▾
Credit note auto-generates. Reduces GST liability.
International cards?▾
Yes; longer settlement (up to 14 days).
Related articles
See it in product
Try it yourself
Start a 14-day free trial of HelloGrowthCRM — no credit card required. You'll have everything you need to follow this guide.
Still need help?
If this article does not match your account setup, rollout stage, or edge case, review more guides in Commerce & Payments or contact our team for direct help.
Rushabh leads product strategy at HelloGrowthCRM with a focus on CRM workflows, revenue operations, and practical product design for growing businesses.
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