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 in CoachAccountable, either by deleting the payment history or deleting the invoice outright (if appropriate!).
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 at the bottom-right corner. There you'll be able to adjust the invoice line item price. Click the "Update Invoice" button; the final total is the new, adjusted amount.
- Find the invoice again now in the Outstanding Invoices area. There, you can click the dollar icon to manually record a payment for that lower, adjusted amount.