Refunding a single line item on an Invoice

Steps to refund an Invoice Item:

1 Find and view the Invoice
2 Partially Refund the Invoice

Related Help Guide Pages

Learn how to refund a single line item on an Invoice

After making a booking for multiple items, a customer may decide they wish to process a refund, but only for one of the line items - rather than the whole Invoice.

In doing so, they need to be able to cancel, refund and credit this line item on their Invoice, so that the rest of the Invoice is valid and the customer gets a partial refund.

Please note that this process is completed automatically for cancellations, you do not need to complete this if you have used the Cancellation Wizard, please see ‘related help guide pages’ for these processes.

Follow this page to learn the steps for refunding a single line item on an Invoice.

Find and view the Invoice

This step will run through the process of identifying the correct Invoice to view the payment history

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.

Partially Refund the Invoice

This step will outline the process of processing the Partial Refund of a particular Line Item

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

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Refunding a single line item on an Invoice

Steps to refund an Invoice Item:

Related Help Guide Pages

Find and view the Invoice

Partially Refund the Invoice

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