Choose the refund reason that matches whether the sale changed or the customer simply paid too much.

1. Open Refund

Open the customer invoice and choose Refund. Check its payments and outstanding balance first.

2. Choose what happened

Choose The customer cancelled all or part of the order if the goods or services were cancelled. Choose The customer paid too much for excess money while the original sale stays valid.

The first step separates a cancelled sale from an overpayment.
The first step separates a cancelled sale from an overpayment.

3. Review the amount

For a cancellation, choose Everything, An Amount, or Some Lines, then review quantities, tax, and the paid portion. For an overpayment, review the unused excess available to return.

Cancellation details separate the sale reduction from what happens to money already paid.
Cancellation details separate the sale reduction from what happens to money already paid.

4. Choose the return method

Review an eligible online refund or I’ll refund it myself. A manual refund records an actual return outside Invoice Crowd. Read the final review before confirming.