Financial | How to credit an invoice?

It may happen that an invoice in your system is not correct or that you want to make changes to the invoice after it has been finalized. Subsequently, you will have to credit your invoice.

Why can't I delete my invoice?
If you have already processed your invoice and the invoice has an invoice number, you are no longer able to delete your invoice. If you need to search for an old invoice, but it has been deleted you will no longer be able to retrieve the invoice. Also, if you delete your invoice, you will have a missing invoice and order number. 

To credit an invoice, you will have to go to the Financial Module and find the relevant invoice.  When you click on Options, you will find the possibility to Credit an invoice. 


As soon as you Credit an invoice, a Credit Invoice is automatically generated. Please note that you will always have to process the Credit invoice in the system to settle the outstanding amount. 


Tags: financial, invoices, credit note, refund, credit amount, money

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  • Avatar
    John Jamesapollos

    Your system has no way to refund an invoice when paid "as in a return of service" or "an error in payment" for services. This is ridiculous.

    Stop adding crap to your software, fix the many glitches and inconsistencies, and try to develop basic functionality like a system to refund a payment from within the software.

    Your ridiculous sytem has us going outside of your software and refund directly from Paysafe. This totally screws up any tracking of payments and refunds from within your software. This is total BS.

  • Avatar
    Richard Pollock

    Hi John,

    Thank you so much for your feedback. We are always looking for ways to improve the system and agree that a direct refund option would make things a little easier for clients who want to credit payment back onto the card.

    For now, you can do this through the Paysafe portal. Within the first 24 hours, the credit is applied back to the payment card used. After 24 hours, the refund can take 1-2 business days to be applied.

    If you have any other questions or feedback, please let us know at