Important Note: Refunds must be processed and sent to clients on the payment gateway or the app that you used to collect payment.
If you’ve refunded a client’s payment partially or in full, you can record this refund on the original invoice and email it to your client.
Step 1: Go To Your Invoice
Go to your Invoices page.
Find the invoice you want to record a refund for, then click on its invoice number in the No. column.
Step 2: Go to Add Refund
Once your invoice appears, click on the Add Refund button, located in the lower right corner under the Record Payment section. An Add/Edit Refund box will appear.
Step 3: Add Refund Details
From the Add/Edit Refund box, you must enter in the refund amount, the refund date, and the payment method it was refunded to.
To update your current invoice, click the Update Invoice checkbox.
To send the updated invoice to your client, click the Send Email Confirmation checkbox.
Click on the Create Refund button once you’re done adding your refund details.
When you view your invoice again, the details of your refund should appear in the Refunds table in the lower right corner.