Refunding Invoices

Refunding an invoice is done via the 'Edit Invoice Screen' and will refund the invoice amount causing the original invoice to have the full balance owing. You have the option of automatically creating a new invoice to balance the amounts so your reports tally up.

Note: only the full amount can be refunded, part refunds are not supported.

Step 1
To refund an invoice first double click it to open.

Invoice list before a refund

Step 2
In the 'Edit Invoice Window' click the 'Payment Type' in the 'Refund' panel and click the 'Refund' button.

Refunding an invoice

Step 3
The refund adds a 'Refund Payment' which cancels out the amount paid. This leaves the invoice with the full balance owing.

A refunded invoice has a 'Refund' payment and has money owing

When you refund an invoice you will be given the option to create a new invoice which will balance the fees so your reports will tally up correctly. The result is shown below.

A refunded invoice created to balance the fees

Cancelling an Invoice

When you cancel an invoice the invoice will have its fees set to zero.

It is important to note that cancelling an invoice that has fees paid against it may affect the validity of reports. If a report has been run and contains fees paid against an invoice, and that invoice is later cancelled, then the reports will contain inaccurate values.

You may also have an invoice for a zero amount which has payments against it. This creates an invoice with a negative amount owing.

Step 1
To cancel an invoice first double click it to open.

Invoice list before cancelling an invoice

Step 2
In the 'Edit Invoice Window' click on the 'Cancel Invoice' button.

Cancelling an invoice

Step 3
The cancelled invoice appears in the list with zero fees.

A cancelled invoice appears in the list with zero fees