1. In the client file, Purchases tab, open the purchase's actions and choose to delete it.
  2. If the money needs to go back, tick Refund the sale.
  3. Click Delete sale.

Deleted purchases are kept in the Recycle bin, Purchases tab.

Important: if the purchase is recurring, deleting it doesn't stop the renewal. If the client is leaving, also turn it off under Active recurring purchases (Overview tab of their file).

Refund only part of it (sales paid in installments)

For sales paid in installments, a partial refund window opens:

  1. Select the payments you want to refund (or Select all refundable payments).
  2. Enter the amount for each payment and the Refund reason.
  3. Click Refund selected payments.