> ## Documentation Index
> Fetch the complete documentation index at: https://docs.uplifter.app/llms.txt
> Use this file to discover all available pages before exploring further.

# How do I refund an invoice imported from my previous system?

> Record a refund on an invoice carried over from your previous system: choose where the money goes, enter the amount, and confirm.

<Note>
  **Must know**

  * **Imported invoices are read-only.** Their only action is **Record refund**: no line selection, and enrollments don't change.
  * **Three destinations.** **Paid outside Uplifter** records money you already handed back, **Account credit** adds it to the family's balance, and **Original payment method** refunds the card used on your previous system, if it can still be refunded.
  * **Card refunds are refused, not queued**, while another refund is in review or once they would pass today's refund limit.
</Note>

**Where to find it.** Go to **Financials > Invoices** and open an invoice with the **Imported from previous system** badge. It has no **Issue refund**, **Cancel invoice** or **Edit invoice**, and the row menu offers only **View invoice**. On a paid imported invoice, **Record refund** shows in the header until the whole total is refunded (you need the **Edit Financials** permission).

<Steps>
  <Step title="Click Record refund">
    The dialog shows "Invoice total $[amount]", or "Recorded so far $\[amount] of $[amount] - $\[amount] remaining" after an earlier refund. If your previous system already refunded part of the order, it says "Your previous system refunded \$\[amount] of this order. The total is what the club kept." and **Amount** starts empty.
  </Step>

  <Step title="Choose where the refund goes">
    Under **Refund to**, pick one:

    | Option | What it does |
    | - | - |
    | **Paid outside Uplifter (cheque, e-transfer, cash)** | The default, for a refund your club already paid. No money moves, and it isn't sent to your accounting system. |
    | **Account credit (added to \[family]'s balance)** | The amount becomes account credit the family can spend on future purchases. Greyed out ("no family on this invoice") when there is none. |
    | **Original payment method (\[card type])** | A real card refund, settling through your payment processor over the following days. Very old payments may be refused. Greyed out ("no refundable card from the previous system") when there is none. |
  </Step>

  <Step title="Fill in the details">
    Enter the **Amount**, up to what remains. For **Paid outside Uplifter**, also set **Refund date** (today by default; not in the future or before the invoice date) and **Method** (**Cheque**, **Bank / e-transfer**, **Cash** or **Other**). **Memo (optional)** takes up to 500 characters.
  </Step>

  <Step title="Confirm">
    Click the button for your destination: **Record refund**, **Refund to account credit** or **Refund to original card**. A message confirms it: "Refund of $[amount] recorded.", "Refund of $\[amount] added to account credit." or "Refund of \$\[amount] submitted to the original card."
  </Step>
</Steps>

**When a card refund is refused.** A card refund is refused, not queued, while another refund is in review, or once it would pass today's refund limit: "Today's refund limit is reached, so a card refund can't be issued until tomorrow." A failed card refund (for example, the payment is too old) explains why. Either way, it suggests another destination. **Account credit** and **Paid outside Uplifter** never count toward the limit.

**After you record it.** **Payment history** shows **Refunded outside the platform**, **Refunded to account credit**, **Refunded to original card** or **Refund to original card - pending**.

**Related:** [Which purchases can I refund?](/club/refunds-cancellations/which-purchases-can-i-refund) · [Where can a refund go: card, cash, e-transfer or account credit?](/club/refunds-cancellations/refund-destinations) · [What is the \$1,000 daily refund limit?](/club/refunds-cancellations/daily-refund-limit) · [What do the invoice statuses mean?](/club/payments-checkout/invoice-statuses-explained)