Refunds and Returns

If the customer requests a refund or return on an invoice:

1. If the invoice related to the refund/return is at a status of Pending:
   1. 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.
2. If the invoice related to the refund/return is at a status of Done:
   1. Open the invoice and click Return.  
   2. 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).
   3. Reason: Enter a reason for this return.
   4. Click Return (or Cancel to stop).