tag:help.cashboardapp.com,2012-10-23:/discussions/problems/565-creating-refundsCashboard: Discussion 2016-08-12T01:53:42Ztag:help.cashboardapp.com,2012-10-23:Comment/308353312013-12-30T21:15:23Z2013-12-30T23:44:15ZCreating Refunds<div><p>Im looking to account for a refund in Cashboard. Our client paid
deposit invoices over several months and we ended up not doing a
portion of the work and paying them a refund. However, we need this
reflected in Cashboard, as it currently says that the client has a
credit balance. We can't remove payments, because those payments
were not evenly split between tasks and invoices. We need a way to
say we issued the client a refund and get their balance to
zero.</p></div>Graeme Kennedytag:help.cashboardapp.com,2012-10-23:Comment/308353312013-12-30T23:51:27Z2013-12-30T23:51:27ZCreating Refunds<div><p>Graeme (and Arielle) — no need to double-team us with the
refund requests... Let's discuss it here.</p>
<p>In the past I've advised the following creating another invoice
with a note or special ID/number. You might try creating an
invoice, numbering it CREDIT-1, and note what the credit is for
inside the "notes" field.</p>
<p>This would keep a paper trail, and account for where the money
went — but I'm assuming that's not what you want. It seems
what you're asking for is a way to create a negative
<em>payment</em> (which we don't currently support).</p>
<p>Can you elaborate on what you think would work best here?</p></div>Seth Btag:help.cashboardapp.com,2012-10-23:Comment/308353312013-12-30T23:52:36Z2013-12-30T23:52:36ZCreating Refunds<div><p>Additionally, is it possible to simply <em>edit</em> the
original payment's amount, then note in that notes field you
refunded the money?</p>
<p>I'm trying to determine the motivation here, and what you
actually need for "record keeping".</p></div>Seth Btag:help.cashboardapp.com,2012-10-23:Comment/308353312015-12-10T15:50:04Z2015-12-10T15:50:05ZCreating Refunds<div><p>I tried creating a credit invoice with a negative amount, but my
client can never "pay it in full" despite my hitting the "mark paid
in full button" so it kept showing up in my unpaid invoices
section. Is there a way around this? I also tried to add a line
item credit to the previous invoice but it wouldn't accept a
negative amount. Any suggestions?</p></div>Stephanie Jonestag:help.cashboardapp.com,2012-10-23:Comment/308353312015-12-10T17:41:38Z2015-12-10T17:41:38ZCreating Refunds<div><p>Hi Stephanie,</p>
<p>If you enter a negative number in the “flat fee” box
of a line item that will work.</p>
<p>Please try and get back to me. Thanks.</p>
<ul>
<li>Seth</li>
</ul></div>Seth Btag:help.cashboardapp.com,2012-10-23:Comment/308353312015-12-11T02:39:07Z2015-12-11T02:39:07ZCreating Refunds<div><p>Thanks - earlier I did that and it was acting like it
wouldn’t take it (I kept getting a red box telling me there
was an error) but later I pulled up the invoice to try again and
saw that the changes did take. Thanks.</p>
<p>Stephanie Jones<br>
<a href="mailto:stephie.h.jones@gmail.com">stephie.h.jones@gmail.com</a></p></div>Stephanie Jones