If you need to process a partial refund on a paid invoice, you can do this by adding a credit that will be applied to the customer’s next invoice.
Identify the Paid Invoice: Locate the invoice that requires a partial refund.
Add a Negative Custom Charge: Go to the Agreement page and add a negative custom charge. This will create a credit for the customer.
Review the Scheduled Invoice: Go to the Invoices page and open the Scheduled Invoice to confirm that the credit has been applied.
Once complete, the customer’s next invoice will automatically include the refund as a credit.