Upon occasion, it may be the case that you need to issue a refund on an order. This may be because you accidentally forgot to apply a discount to an order or you simply hit the incorrect button when entering the accepted payment amount. Whatever the case is that led to you needing to issue a refund this article will help you through the process.

The first thing that you need to do when issuing a refund is ensure that the order is in the 'Open' state. If the order has been marked complete and closed then you will need to reopen the order. You can do this by clicking on the dropdown arrow below the 'Job State' and selecting 'Open' in the job information section.

After reopening the order scroll down to the 'Payments Section' of the page and click on 'Refund' to initiate the refund.

Clicking on the 'Refund' button will open a pop-up box. Here is where you can enter the amount that you want to refund, select the refund date, add a note for the reason you need to issue the refund (optional), and lastly apply the refund.

After clicking on the '$ Refund Payment' button the refund will have been applied to the order. If you want to have the refund displayed on the customer invoice please check that the 'SHOW ON INVOICE' box is checked.


For further help with refunds or any Better Software questions please don't hesitate to reach out to the customer support team.

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