The refund process consists of the following 2 steps:

Step 1: Issue a complete or partial refund
Step 2: If you issued a partial refund, please create a corrected invoice to replace one that is automatically voided.

There are 2 reasons why the app voids the original invoice and why you need to create a corrected invoice if partial refund.

  • If an invoice had the open status or partially paid, the app would trigger another credit card charge.
  • It is not possible to edit a finalized invoice to correct an invoice amount.

Step 1: Issue a refund

It is possible to issue a refund via:

  • Client details or
  • Billing > Payments

Option A:

Within client details go to Billing section > Payments > circular arrow next to a particular payment

Payments tab within client details

Enter amount to refund > Save

Refund a payment

Option B:

Go to Billing > Payments

Payments list

Find particular payment

Search for a client payment

Click on More next to particular payment > Refund

Click to refund payment

Enter amount to refund > Save

Refund a payment

Step 2: If a partial refund, please create another correct invoice to replace one that was automatically voided

After issuing a refund, the original invoice is automatically voided.

If a partial refund, it is necessary to create a new one time invoice with a correct amount and ensure account balance is correct again.

Create new one time invoice

When you create a new one time invoice to show necessary changes, you should add a note for the client that the previous invoice was voided.

Add a custom note

After you finalize the corrected invoice:

  • Any available credit will be automatically applied to the invoice.
  • The invoice will be sent to the client along with updated account balance (example: $0.00)

Email body with the account balance