Issuing a refund in Lupa is quick and straightforward. Just follow these steps:
1. Go to the Client’s Page
Start by navigating to the client profile of the person you want to issue a refund to.
2. Open the Transactions Table
Scroll down to the Transactions section to view all payments and credits linked to this client.
3. Check the Payment Status
Make sure the payment you want to refund is blue, not red.
✅ Blue = paid (eligible for refund)
❌ Red = unpaid (cannot be refunded)
4. Select the Payment
On the left side of the payment line, click the white checkbox next to the payment you want to refund.
5. Click “Refund”
Once selected, you’ll see a Refund button appear above the transactions table. Click it.
6. Fill Out Refund Details
Enter the following information:
Date of the refund
Amount to refund
Reason for the refund
Any optional notes you'd like to include
7. Confirm the Refund
Click Confirm.
The refund will now appear in the transactions table, clearly marked as a refund.
That’s it, refund complete!
If you have any questions or run into trouble, our support team is always happy to help.