How would I do a partial refund on an invoice?

[rwinter]

How would I do a partial refund to a customer who paid via an invoice?

[puka]

Hey @rwinter - You can process a partial refund on an Invoice both within the app and within your Dashboard.

In your app:

• Tap Invoices
• Select the Invoice you would like to refund
• Tap View Transaction > Issue Refund
• Select Amount
• Enter the amount that you would like to refund and select Next
• Choose the Reason for Refund and press Refund

In your Dashboard:

• Go to Invoices
• Select the Invoice you would like to refund
• Click View Payment Details
• Select Issue Refund
• Enter amount you'd like to refund & Select a reason
• Click Issue Refund

Hope that helps! Let us know if you have any other questions.

[skinnybuddha]

can I issue a partial refund on a paid invoice

[JustinC]

Yup! Do this from the transactions tab on your Dashboard or within the app. Check out @puka's post on this thread, as it breaks down the steps. 

I hope this helps!

@skinnybuddha

[navigareyachtin]

Hi there, I need to refund a customer minus a cancellation fee. How can I do this on an existing invoice that's already partially paid? (Client paid 50% deposit at time of order, the balance is due next month -- they elect to cancel their purchase according to our T&C and there is a cancelation fee).

Thanks!

MO.

[nika]

@navigareyachtin No problem! Check out @puka's answer above with instructions on how to do a partial refund. You'll just calculate out that cancellation fee.

[KangaJoy]

We have been using ProfitTrain for our invoicing. When we updated our Mac OS, ProfitTrain stopped working (they're out of business, so no updates for this OS). I thought we could use Square for invoicing now. A client just cancelled an event due to COVID and we need to refund her payment. She needs a receipt showing that the entire amount was refunded. I created an invoice showing the original balance due and then created a discount "Refund due to COVID." So the balance shows $0 due. However, when I went to send the invoice I was blocked from doing so since I need to show a minimum balance due of $1. I don't want to create a headache for their accounting department by showing any balance due. How do I create an invoice that shows a full refund? Thank you very much!

[BernadetteA]

Welcome to the Community, @KangaJoy 👋

I moved your post over to this board where other sellers have asked a similar question. 

It's not possible to create a $0 invoice, but check out Puka's best answer above on how to refund an invoice. 

Hope that helps, and please let us know if you have additional questions.