Refunds and reversing payments

Sliptree doesn't have dedicated Void or Record refund actions. Two simpler primitives cover the same ground.

To "void" a payment, delete it

If a payment was recorded by mistake — a typo, a duplicate entry, a cheque that bounced before clearing — open the invoice's Manage payments section and delete the payment. The invoice's outstanding balance goes back up, and the document returns to its previous status.

Deleting the payment is also the standard way to unlock a paid or partially paid invoice when you need to edit it. Remove the payment, make your changes, then re-record the payment. See Recording payments and managing transactions.

To "refund" money that actually moved, issue a credit note

When money has genuinely left your account back to the customer, a credit note is the right tool. It's the formal accounting document that reduces the amount owed on the original invoice, and it gives both you and the customer a paper trail your accountant expects.

From the invoice's More actions menu, choose Add credit note. Sliptree pre-fills it with the original lines, with quantities and totals flipped to negative values — you can issue the full credit note or trim it down to the amount actually refunded. See Duplicating documents and credit notes.