Travix Cloud

Refund Workflows

Process full and partial refunds with automatic reversal postings. Link refunds to original invoices for audit traceability.

Travel ERP · 6 min read

Full, partial, and item-level refunds

Refunds can target an entire invoice, a partial amount, or a single line item — each generates a reversal entry linked back to the original invoice rather than a fresh, disconnected journal entry.

Approval for high-value refunds

Refunds above a configured threshold route through your approval workflow before posting, so a single person cannot both issue and approve a large reversal.

Effect on customer and vendor ledgers

Both the customer sub-ledger and, where relevant, the vendor sub-ledger update immediately on posting — outstanding balances always reflect the refund without a separate reconciliation step.

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