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How to Issue a Partial Refund

This lesson will show you how to issue a partial refund to a client

Clients

Clients

Click on the Clients tab

Choose Your Client

Choose Your Client

1. Search for your client

2. Click on the client's First or Last name

Billing

Billing

1. Click on the Billing tab

2. Click on Invoices

3. Change the Show drop-down menu to All Invoices

Edit Receipt

Edit Receipt

1. A receipt on an invoice that shows a Total Applied lower than the Total Received is eligible to have the difference refunded

2. Click on the Receipt number to refund the difference

Refund the Receipt

Refund the Receipt

Click on the Refund link

Refund Method

Refund Method

1. Choose your method of refund from the drop-down

2. Click Issue Refund

Refund Complete

Refund Complete

The receipt summary now shows the original amount collected, the amount refunded and what the remaining value is applied toward

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