Refunding or Issuing a Credit on a project

There are two types of refunds that can be done in a project, full, partial, and a credit for an amount invoiced but not yet paid. 


Full or Partial Refund

For a full or partial refund on a fully paid project:

1.) Add a minus line item to reflect the Credit/Refund amount.
2.) Create an Invoice with the type set to Credit and enter minus the refund amount.
3.) Create a Payment and enter minus the refund amount and enter REFUND in the reference field.


Crediting A Customer For An Amount Invoiced, But Not Yet Paid

To give a customer a Credit for an amount that has not been paid:

1.) Add a minus line item for the Credit amount the customer is not going to pay.
2.) Create an Invoice with the type set to Credit and enter minus the Credit amount.

Was this article helpful?

Can’t find what you’re looking for?

Our award-winning customer care team is here for you.

Contact Support