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Adding a Refund Line Item to an Invoice

Adding a Refund Line Item to an Invoice

If you need to document a refund manually, you can do so by adding a negative value to a Refund line item inside an invoice.

Written by Danielle Walls

Updated over a week ago

1. Inside an invoice that a customer has already paid in full...

Inside an invoice taht a customer has already paid in full...

2. Click on Add Item

Click on Add Item

3. Name it "Refund"

Name it "Refund"

4. Insert a negative value for the amount of the refund in the Price field.

Insert a negative value for the amount of the refund in the Price field.

5. Click on Save

Click on Save

6. Now you have a negative balance showing for the invoice, representing the refund that was given to the customer.

Now you have a negative balance showing for the invoice, representing the refund that was given to the customer.