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Refunds7 min

Process Refunds from Invoice Page

Issue full/partial refunds and understand how refunding impacts invoice status and balances.

Step 1

Open invoice with received payments

Open a PARTIAL or PAID invoice to view payments received table.

Step 2

Use Refund action

Refund from payment row, enter amount/date/method/reference/notes, then submit.

Step 3

Review updated history

Check refundable amount and refund history per payment row.

Related tutorials

Record Partial Payments Correctly

Apply a payment smaller than invoice balance and track remaining due accurately.