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You can refund only part of your client's payment if they've already paid in full. Just follow these easy steps.
Step-by-step instructions
1 Click on the appointment and click on View Invoice.
2 Remember the payment type, if you'd like to refund them in the same way they paid.
3 Click on Issue Refund.
4 Remove all items that are not being refunded.
5 You can also adjust the refund amount of each item on the invoice.
6 Click on Save.
7 Choose the refund payment type.
8 Fill in the refund date and the person who processed the refund.
9 Click on Refund Payment.
10 You'll see a pop-up message showing the refund was successful.
Good to know
If you are refunding a product purchase, processing the refund will also update the stock levels.
If you don't use Timely as your payments provider, the transaction isn't automatically refunded to your client. You'll need to either process the refund through the payment gateway you used or physically provide the cash back to the client.
It's not possible to refund invoice items for Gift vouchers or Packages. If you need help with this, please fill in this form.
If you have the Xero integration enabled, you will need to apply a credit note to the associated invoice in Xero. Check out Xero's Add a credit note to a sales invoice guide for more information.