Refunds and Returns
If the customer requests a refund or return on an invoice:
- If the invoice related to the refund/return is at a status of Pending:
- Open the invoice and click Cancel Invoice. This status is transient and indicates the credit card processor has not closed the transaction and it can be stopped right here.
- If the invoice related to the refund/return is at a status of Done:
- Open the invoice and click Return.
- Amount: Fill in the amount that you want to return to the customer (keep in mind the items, taxes, and discounts in the original invoice).
- Reason: Enter a reason for this return.
- Click Return (or Cancel to stop).