Refunding a single line item on an Invoice

From the Main Navigation Menu, select ‘Finance’ and then ‘Invoices’ Search for your Invoice by applying filters and/or searching the Invoices DataGrid by ID, Reference, or Reference Number. Click on the arrow button attached to the right of the DataGrid Search to change which columns are referenced when you search   Review the results in your DataGrid to find the specific Invoice that you will be cancelling a line item on Once you have found the Invoice in the Invoices DataGrid, right-click on it to ‘view’ the context menu options for this Invoice Click on the ‘View’ context menu option. This will take you to a view of the Invoice. Confirm the contents to ensure you are looking at the right Invoice.

Right-click the Invoice and select the 'Transactions' option Right-click the Card transaction and select the 'Refund' option Press the 'Select' button against the Invoice Item field and tick the relevant item to refund, and input the Amount to refund Click the ‘Create a credit note' checkbox if future payment is not expected for this item, doing this will raise a Credit Note for the amount being refunded and will mean that the refunded item will no longer be owed. Not selecting 'Create a credit note’ checkbox would mean that the refunded item would still be owed after the refund. Click the ‘Refund’ button Click 'Yes’ to confirm