Summary

This article shows you how to refund only a payment on an invoice, without changing the invoice charges. Use it when the charges are right but the payment went wrong.

Before You Begin

You'll need:

• The Can Process Payment Refunds permission.

This method suits cases like a disputed credit card charge, a bounced check, or the wrong card used at checkout. It reopens the invoice so you can take more payment. You can refund the same payment more than once, as long as the total does not go over the amount paid.

Important: Refunding a payment only, without refunding items, reopens the invoice and the customer owes a payment. Make sure the customer should still owe on the invoice before you use this method.

Steps

1. On the invoice, check the refund checkbox to the left of the payment you want to refund.

   

2. Select the red button to refund the payment.

   

3. In the popup, confirm the refund payment method and amount. You can refund any amount up to the amount paid, and you can refund to any payment method.

   Important: You cannot refund to an integrated payment method unless the original charge used that method.

   

4. Process the refund. The refunded payment shows on the invoice and in reports. The invoice reopens for more payment.

   

Related Articles

• Refunds and Returns Topic Outline
• Refund & Void Options Reference
• Refund a Retail Item, Package, or Service How-To