Partial refunds

How to issue partial refunds to customers.

You can give a customer a partial refund when an invoice includes several products or services. The customer receives a credit note matching the amount of the refund. If, instead, you want to issue a full refund, see Issuing refunds.

You can only give partial refunds for invoices that are paid in full. This means that you cannot give partial refunds for invoices that appear as unpaid in the list.

If you use Quickbooks please see the article on refunding invoices in QBO.

To issue a partial refund

If you click in the invoice row, you will open a non-editable view of the invoice.

1. If the side menu is not visible, click .
2. In the side menu, click Finance, then click Invoices.

3. In the list of invoices, locate the invoice you want to partially refund, then click the invoice number or the name next to it. The invoice is opened in edit mode.

4. Next to product or service line you want to refund, click .
5. From the More options drop-down list, select Refund this line.

6. Select a payment method.

7. Optional: You can type an amount without tax in the Amount without tax to credit textbox.

8. Click Continue.

You can ask Monika how to issue a partial refund

Issuing a partial refund

Unpaid invoices

You can create credit notes for individual products or services in invoices not yet paid. To do that, select Credit this line when issuing a partial refund for an unpaid invoice.