Refund or void an invoice

Cancel an unpaid invoice, or give money back on a paid one.

Which one you need depends on whether the member has paid:

Not paid yet (green Pay button): void the invoice. It’s cancelled and can’t be paid.
Paid (Receipt button): refund it, in full or in part.
A recurring membership (Upcoming): cancel the subscription to stop future charges.

All three start from the member’s Billing tab. The … next to an invoice shows what you can do with it.

Member → BillingPreview

Jordan Ellis

Adult

Billing

Active Club MembershipPaid: $120 • Due: $45 • Upcoming: $120

Private lesson (1 hr) Due Nov 3 Due
Adult membership $120.00 / month · next on Nov 15 Upcoming
Adult membership Paid Oct 15 Paid
Club T-shirt Paid Sep 2 Refunded

Each row’s … menu has the actions for it. Unpaid: Copy payment link and Void invoice. Paid: Refund.

Void an unpaid invoice

Find the invoice
On the member’s Billing tab, find the row with the green Pay button.
Void it
Click … on that row, then Void invoice. Confirm with Void invoice again.

Preview

Private lesson (1 hr)

Due Nov 3

Pay

Copy payment link

Void invoice

The … menu on an unpaid invoice.

The invoice shows as Voided and the payment link in the member’s email stops working. This can’t be undone; if you voided by mistake, charge them again.

Refund a paid invoice

Open Refund
On the paid row (Receipt), click …, then Refund.
Choose the amount
The full amount is filled in. Use Half or type any amount for a partial refund; Full puts it back.
Confirm
Click Refund $45.00 (with your amount). The row then shows Refunded, or how much was refunded for a partial refund. You can refund the rest later the same way.

The money goes back to the card the member paid with. Banks usually take 5 to 10 business days to show it.

Click the × next to Upcoming and confirm Cancel subscription (or Keep it to back out). It ends right away and no more invoices are created. It doesn’t refund anything already paid: refund that invoice separately if you need to.