How to delete a refund

Remove a saved refund when it was recorded incorrectly.

1. Open the payment

Open the invoice and select the payment that contains the refund.

YourBiz main navigation with Invoices highlighted — From the main navigation, select Invoices.

2. Open the refund

Select the refund reference on the payment to open the refund details page.

Payment details page with an invoice reference — Payment details page showing its linked invoice.

3. Choose Delete Refund

Open Actions, then choose Delete Refund.

Refund Actions menu with Delete Refund visible — Open Actions and select Delete Refund.

4. Confirm the deletion

Review the warning, then confirm the refund deletion.

Delete Refund confirmation dialog — Review the warning, then confirm the refund deletion.

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