How To Process Partial Refunds For Paid Invoices

If you need to issue a partial refund for a paid invoice, you can do this by adding a credit that will be applied to the customer’s next invoice.

Steps to process a partial refund

Identify the paid invoice
Locate the invoice that requires a partial refund.
Add a negative custom charge
Go to the customer’s Agreement page and add a negative custom charge.
This creates a credit that will be applied to the customer’s next invoice.
Review the scheduled invoice
Go to the Invoices page and open the Scheduled Invoice to confirm that the credit has been applied.

Once completed, the customer’s next invoice will automatically include the refund amount as a credit.