This article provides step-by-step instructions on how to process refunds for TB Pay payments and void invoices in different statuses.


Questions Answered in This Article:

  1. How do I refund a payment for a paid invoice?

  2. How do I mark an invoice as void if it has been marked as paid?

  3. How do I mark an invoice as void if it has been marked as submitted?

  4. How do I mark an invoice as void if it’s in draft?


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IMPORTANT NOTES:

  • The Refund and Void button is only available for invoices that have been marked as Paid.
  • For invoices marked as draft or submitted, specific steps must be followed to ensure all associated billing entries (sessions) are returned to the Uninvoiced section.
  • Before voiding a paid invoice, ensure the payment is refunded first. Refunds will be issued to the original payment method used.

    • If the payment was made via TB Pay, the refund will be processed back to the original card on file. Please allow 5-10 business days for the refund to reflect in the account.

Steps to Refund a Payment


  1. Open the Paid Invoice.
    There are two ways to locate and open the invoice:

    • Option 1: Go to the Billing Tab and navigate to Paid Invoices.

    • Option 2: Go to the Clients Tab, select the client, click on the Finances, and scroll to the Invoice History section. Check the box for Show Paid Invoices if needed.

  2. Locate and click the Refund button on the invoice modal.

  3. Choose the refund payment method and enter the amount to be refunded and click Confirm to process the refund.
    Note: Refunds will be issued to the original payment method used.

Steps to Void an Invoice

Void a Paid/Refunded Invoice
Note: Ensure the payment has been refunded before proceeding.

  1. Open the invoice you want to void.

  2. Click the Void button located at the top of the invoice modal.
  3. Verify the void request when prompted.
  4. The invoice will be successfully voided.




Void a Submitted Invoice


  1. Click the Revert to Draft option in the top-right corner of the invoice or select it from the dropdown menu located under the status.
    Note: A submitted invoice may also be labeled as overdue or unpaid.

  2. Reopen the invoice, click on "More," and choose the "Delete" option.
  3. Confirm the delete request when prompted.
  4. The invoice will be successfully deleted.


Additional Reminders:

  • Voiding an invoice ensures all associated sessions are moved back to the Uninvoiced section for accurate billing.
  • Always double-check the invoice status before proceeding with voiding or deletion.



For further assistance, please contact our support team.