Line Item refund

Harry B. shared this question ago

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I want to process a line item refund. What is the best way to do this? I use Global Payments as my processor. I want to refund the generator and service lines.

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Greg H. ● 5 months ago

go into the invoice and change the price of the generator to 0.00 and it will create a credit balance on your lead if they have paid in full already

then go into the lead click on payment and enter -x.xx amount in this box and click charge card it will process as a refund

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Harry B. ● 5 months ago

Would it hurt anything if deleted the line item?

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Greg H. ● 5 months ago

no it will do the same unless you wanted to track the use of the inventory for future events

sometimes a client will call and say give me what i had last time and if you remove it you would loose that history

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Cameron K. ● 5 months ago

Yes what Greg is recommending is a great way to go about this. We also have an article that shows you how to refund a customer which you can read by clicking here.

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