Refund an Invoice
Refund a paid invoice by line item or by amount, preview the credit before posting, and choose whether the money returns to the payment method or stays as account credit.
When a customer overpaid, cancelled a service, or simply deserves their money back, you refund the invoice. MyPetParlor lets you refund by specific line items or by amount, shows you a full preview before anything posts, and gives you the choice of returning the money to the customer's payment method or leaving it on their account as credit.
Every refund produces a credit invoice — the auditable record of value returned.
Start a Refund#
Open the invoice from the customer's account or the invoices dashboard and select Refund in the header.
The button appears on charge invoices in the Paid or Closed state that still have a refundable amount — you cannot refund more than was originally invoiced, and anything already refunded is excluded.
The Issue Refund page keeps the original invoice's details alongside the form: invoice number, invoice amount, refundable amount, date, and state.
Choose What to Refund#
Under Refund Options, pick the Refund Type:
| Option | Use it when |
|---|---|
| Refund by line item | Only some of the invoice should be refunded — specific services or items. |
| Refund entire invoice | The whole invoice (or a set amount of it) is coming back. |
Refund by line item#
Choose how to measure each line's refund under Line Item Refund Options:
- Quantity — refund whole units of a line item at its full unit amount.
- Specific Amount — refund a rand amount per selected line item.
Then tick the lines in Select Charges to Refund. The table shows each line's description, what's Available to refund, the quantity or amount input, unit price, and the resulting Refund Amount — with any discounts shown where they apply.
Refund entire invoice#
Under Refund Amount, choose:
- Full Refund — refund the full refundable amount, shown in the option.
- Specific Amount — enter the exact amount to return.
Taxes and discounts are applied to the refund automatically — the preview page shows the final numbers before anything is committed.
Select Preview Refund to continue.
Preview and Post#
The Refund Preview page renders the credit invoice exactly as it will post — line items, tax, and total — so you can check the numbers first.
Before posting, set the Refund Method:
| Method | Where the money goes |
|---|---|
| Credit | The value stays on the customer's account as credit, available to settle future invoices. |
| Original Payment Method | The money is returned to the card or payment method that paid the invoice. |
When refunding to the original payment method, the Refund Credit Balance with Transaction option additionally refunds any credit-paid portion as a transaction — useful when the invoice was partly settled with credit from an earlier refundable payment.
You can also add a Note to Customer, which appears on the credit invoice.
Select Post Refund. You'll see "Invoice refunded successfully." and land on the new credit invoice.
Refunding to the Original Payment Method moves real money back to the customer's card. Once posted, a refund cannot be un-posted — if you're unsure, refund as Credit first; it can still be spent against future invoices.
After the Refund#
- The credit invoice records the refund and links back to the original invoice.
- The original invoice's refundable amount drops by the refunded value — partial refunds can be repeated until nothing refundable remains.
- Refunds to the payment method appear in the account's transaction history; credit refunds raise the account's credit balance — see Account Wallet.
Need to adjust an invoice that was never paid, or write off a bad debt instead? That's not a refund — see Edit invoice and Credit invoices for the right tool.