This article explains how refunds work in Sharper and how to issue and view refund records in CRM.
How Refunds Work in Sharper
Refunds in Sharper are processed as check refunds through the Credit Memos workflow. When a customer is owed money back, staff create or use an existing credit memo and select Give Refund. This generates a refund record tracked in CRM → Refunds.
Refunds in Sharper are issued by check only. Sharper does not process refunds back to the original credit card or ACH payment method. If a customer requests a refund to their card, this must be handled directly through your payment processor outside of Sharper.
Issuing a Refund
Navigate to CRM → Credit Memos.
Open the customer's existing credit memo, or create a new one for the refund amount.
Select Give Refund from the available actions.
Enter the refund amount and confirm.
The refund record will appear in CRM → Refunds once confirmed.
Viewing Refund Records
Navigate to CRM → Refunds to see all refund records. Use the search bar to find records by customer name and the filter icon to filter by date or amount.
For full instructions on creating and managing credit memos, see CRM - Credit Memos.