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How to Create/Edit a Refund on an Invoice

Overview

Sometimes you will need to refund part of an invoice.  This tutorial explains how to do that in StudioCloud.  If you need to refund a credit card payment with one of our integration partners then please see How to Add a Refund to a Credit Card Payment

How to Create/Edit a Refund on an Invoice

  1. Go to the Point of Sale component
  2. Click on the Point of Sale tab
  3. Click on the Invoices/Estimates/Quotes button
  4. Find and edit the invoice you need to refund.
    1. Please note, you may need to change the date range or the filter options to find the invoice you are looking for.  Another way to find the invoice is to find and edit the client and look through the Client History
  5. Click on the Payments tab
  6. Click the Add Refund button or find and edit the existing refund
  7. Fill out all of the necessary information
  8. Click the Save button

How to Refund and Credit an Invoice

When you refund an invoice the amount of the refund will be subtracted  from the total paid. This means that if there aren't any changes made to the  invoice after the refund then the balance due of the invoice will increase in the amount of the refund.

To remove the additional balance due please refer to the instructions below which provide details on how to adjust the invoice after doing the refund.

  1. The first step is to issue a refund using the instructions above or if you are issuing a refund on a credit card payment then using the instructions in the support article How to Add a Refund to a Credit Card Payment
  2. Then you will need to adjust the total sale using one of these options
    • Remove one or more of the products from the invoice by clicking the delete icon for the corresponding products
    • Change the price/quantity of one or more of the products in the invoice by clicking in the Quantity or Price column and adjusting as necessary
    • Add a line item discount to one or more of the products in the invoice using the instructions here How to do Line Item Discounts
    • Add an invoice discount using the instructions here How to Add a Global Discount to an Invoice
  3. Click the Save button