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How do I refund a payment made on an invoice?
How do I refund a payment made on an invoice?

To refund a payment, open the Invoice Details page for the invoice that the payment was applied to.

Updated this week

You may want to follow along in MyCase as you follow these steps:

  • To refund a payment, open the Invoice Details page for the invoice to which the payment was applied.

  • Open up the invoice you would like to refund.

  • All payments applied to this invoice will be listed in the Activity section at the top of the invoice.

  • Find the payment that you would like to refund.

  • On the row for that payment, to the right of the screen, click the Refund button.

  • You will be given the option to refund the full payment or a partial amount.

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MyCase also has a payment Delete feature. Unlike the refund feature you just learned about, deleting a payment completely removes the payment (and leaves no paper trail). This is useful for erroneous or double payments that have been applied to an invoice. Learn more: How do I delete a payment made on an invoice?

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