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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 month 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

In this example, we put -200.00.

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.

If you need any assistance with this, please don’t hesitate to contact DripJobs Customer Support or the HelpDesk.