Looking to refund only part of a payment? You’ve come to the right place! This guide will take you through this step-by-step.
To start the process of a partial refund, we first need to unapply the full payment from the invoice.
- Head to the client’s Profile and into their Billing tab.
- Click Payments.
- Click the View button to the right of the payment, and the payment window will slide out.
- Click on the broken link icon to unapply the payment.
- Confirm that you want to unapply the payment.
Now that the payment is unapplied, we need to reapply the part of the payment that you are not refunding to the client.
- On this same payment window, click the View All link to the right of the search bar. The outstanding invoice you just unapplied the payment from will appear.
- Type in the amount that you are not refunding, and click the Apply button to apply the partial payment amount to the invoice.
- The refund dropdown in the top right, will now show the balance available to be refunded.
- Click to select the payment method for the refund. The first option on the dropdown will always be a refund to the original payment method.
The original invoice will have an outstanding amount, which you can choose to write off or you can add an adjustment to the invoice to reduce the total to the amount paid.