Edit or delete a refund or customer credit for an invoice overpayment

You can edit or delete a refund or transfer to a customer credit account recorded on an invoice to manage an overpayment.

When editing, you can change the method used to manage the overpayment.

Changes made to overpayment refunds or credits affect the linked transactions on your Transactions page.

Edit or delete the overpayment refund or credit in your web browser

Edit or delete the overpayment refund or credit in the mobile app

Edit or delete the overpayment refund or credit in your web browser

1. Click Sales & Payments Invoices.
2. Select the All invoices tab, then open the invoice.
3. Scroll down to the Manage payments section and find the refund or credit.
4. To edit, click Edit, make the changes, then click Submit.
5. To delete, click Remove.

Edit or delete the overpayment refund or credit in the mobile app

1. On the bottom menu, tap Sales Invoices.
2. Tap the All tab.
3. Under the Payments section, tap the arrow next to the payments made.
4. Tap the refund or credit, then tap the three dots at the top right.
5. To edit, tap Edit, make the changes, then tap Save.
6. To delete, tap Delete payment, then, to confirm, tap Delete payment in the pop-up.