Refunding an Invoice

How to Refund an Invoice

• From the Administration interface, open the [Invoices] view and locate the invoice in question
  
  • To locate the invoice, you may need to use the Filters on the right hand side of the invoices list to include the Status of Paid.
• Select the [Payments] tab in the lower portion of the screen and locate the payment you wish to refund
• Open the [Actions] menu for the payment in question and choose [Refund payment]
• Verify the refund details in the confirmation screen, and choose [Refund]
  • To provide a partial refund*, enter a value in the Amount field.
  • When creating a partial refund, and no further payments are expected for this invoice, chose Generate invoice adjustment to balance the invoice to zero after the refund.

* The option for a partial refund is not available for:

• Organizations integrated with QuickBooks Online.