Overview

Disputes, project cancellations, or billing adjustments occasionally require the issuance of credit notes or refunds. Having a transparent, standardised policy ensures these financial corrections are handled with rigorous accounting accuracy.

Key Credit Note and Refund Protocols

• Formal Audit Trail Generation: Linking every credit note directly to its original invoice reference number to maintain clean, traceable financial books for tax reporting.
• Clear Refund Eligibility Criteria: Documenting explicit terms regarding non-refundable deposits, completed milestone phases, and prepaid hosting packages within agency terms of service.
• Payment Gateway Reconciliation: Processing refunds directly through the original merchant processor (such as Stripe or GoCardless) to ensure funds return securely to the client's original payment source.