Need to partially or completely refund a payment made on your invoice?
Unlike receiving payments, CoachAccountable cannot issue refunds of payments. So for that you'll need to go through your payment processor account, i.e. log into your Stripe, Square, or PayPal account) and process the refund there.
Once done, you will likely want to make a corresponding change to the payment record on the invoice within CoachAccountable, either by deleting or removing the payment, or deleting the invoice outright (if fitting to do so!).
Getting Records Right for Partial Refunds
If you're refunding part of the payment to your client, you can get your records straight in CA with the following 3 steps:
- When viewing the invoice you'll be able to click the trash icon to remove the record of payment.
- While still viewing the invoice, click the edit icon found at the bottom right corner. There you'll be able to adjust down the invoice line item price. Click the update invoice the final total is the new, adjusted amount.
- Find the invoice again in now in the Outstanding Invoices area. There you can click the dollar icon to manually record a payment for that lower, adjusted amount.