Refund all or part of a customer's credit balance

Learn how to refund a customer’s credit balance.

Refunding a credit balance gives money back to a customer from the customer’s credit balance. This requires that the customer must have a credit balance.

When refunding money from a customer’s credit balance:

A refund record is created
Funds are given to the customer
The customer’s credit balance is lowered by the amount of the refund

Create a Refund object.

Specify the Account ID of the customer.

Specify the amount you wish to refund.

Set the SourceType to CreditBalance .

Set the Type to either External or Electronic.

Option	Description
`External`	You can optionally specify a payment method, or just use the default.
`Electronic`	You must specify the ID of a payment method.

External refund example

<ns1:create xmlns:ns1="http://api.zuora.com/">
   <ns1:zObjects xmlns:ns2="http://object.api.zuora.com/" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xsi:type="ns2:Refund">
      <ns2:AccountId>402892c72b9e3319012b9e34b88e0001</ns2:AccountId>
      <ns2:Amount>10</ns2:Amount>
      <ns2:SourceType>CreditBalance</ns2:SourceType>
      <ns2:Type>External</ns2:Type>
      <ns2:MethodType>Check</ns2:MethodType>
   </ns1:zObjects>
</ns1:create>

Electronic refund example

<ns1:create xmlns:ns1="http://api.zuora.com/">
   <ns1:zObjects xsi:type="ns2:Refund" xmlns:ns2="http://object.api.zuora.com/" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">
      <ns2:AccountId>2c92c0f83ddb61af013ddc5736b1025a</ns2:AccountId>
      <ns2:Amount>10</ns2:Amount>
      <ns2:SourceType>CreditBalance</ns2:SourceType>
      <ns2:Type>Electronic</ns2:Type>
      <ns2:PaymentMethodID>2c92c0f83dfa5201013dfa6656ff2b8b</ns2:PaymentMethodID>
   </ns1:zObjects>
</ns1:create>