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Managing Refunds
Can I add refunded Plan hours back onto a User's account?
Can I add refunded Plan hours back onto a User's account?

As an admin, learn how to add a discount or partial refund through Optix to your Users

Sarah L. avatar
Written by Sarah L.
Updated over a week ago

Here are three ways you can provide refunds for your Users' or Teams' Allowance:

  1. Manually add the Allowance back to the User's/Team's account. Learn how to edit a User's/Team's Allowance here.

  2. Add a discount to an upcoming invoice. Learn how to add a discount to an upcoming Invoice here.

  3. Offer a partial refund on an Invoice they've already paid. Learn how to partially refund an Invoice they've already paid here.

Note: You can either offer the discount as a standalone dollar amount (i.e. $10 off their next invoice), or partially discount an existing line item (i.e. giving them 10% off of their monthly plan next month).


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