How to correct a refund

Correct a saved refund by deleting it and creating a replacement.

1. Open the payment

Open the invoice and select the payment that contains the refund.

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

2. Review the refund

Select the refund reference to review its amount, status, and linked payment.

Refund details page with payment and invoice references — Review the refund amount and its linked payment. Refunds cannot be edited.

3. Delete the incorrect refund

Refunds cannot be edited. If you have permission to delete it, open Actions and select Delete Refund.

Refund Actions menu with Delete Refund visible — Open Actions and select Delete Refund. This menu has no edit action.

Delete Refund confirmation dialog — Review the warning, then confirm the refund deletion.

4. Create a corrected refund

Return to the linked payment, open Actions, and choose Review & create refund. Adjust the line items and amount, then select Create Refund.

Refund creation form with line items and the Create Refund button — Review the selected line items and totals, then select Create Refund.

See YourBiz in Action

Explore a working repair shop with sample customers, estimates, invoices, payments, and more.

Explore the Demo

No signup required
Shared sample data included