How to create a partial refund

Return part of a payment while keeping the remaining amount recorded.

1. Open a payment

Open the invoice and select the payment that should be refunded.

YourBiz main navigation with Invoices highlighted
From the main navigation, select Invoices.

2. Start a refund

Open Actions and select Review & create refund.

Payment Actions menu with Create refund and Review & create refund visible
Choose Review & create refund to open the refund editor.

3. Set the partial refund amount

Use the edit control beside a line item to change its quantity or price to the amount you are returning.

Keep the refund within the remaining refundable balance, review the details, then select Create Refund.

Refund creation form with line items and the Create Refund button
Edit a line item to set the partial amount, then select Create Refund.

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