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How to create a refund

Issue a refund from a recorded payment.

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. Create a new refund

On the payment, open Actions and choose Create refund to record the remaining refundable balance automatically, or choose Review & create refund to choose specific line items and amounts.

Payment Actions menu with Create refund and Review & create refund visible
Choose Create refund for the remaining refundable balance or Review & create refund to select line items and amounts.

3. Review and save the refund

For Review & create refund, choose line items and amounts within the remaining refundable balance, check the totals, and select Create Refund.

Refund editor with a line item and the Create Refund button
Review the selected line items and totals, then select Create Refund.

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