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nicole-risingtid
Level 1

How do I cancel/waive the remaining balance on a partially paid invoice without issuing a refund? Should I just change the original invoice amount?

We had a student make a partial payment on their tuition invoice. The student had to withdraw, and we decided to waive the remaining balance. 

There is no refund to issue. So, I don't think voiding makes sense.

Is it okay to just change the amount of the original invoice to match the partial payment? Or is there a better way to handle this situation?
1 Comment 1
Rustler
Level 15

How do I cancel/waive the remaining balance on a partially paid invoice without issuing a refund? Should I just change the original invoice amount?

Create a customer credit memo, use a service type item that is linked to the sales income discount account on the credit memo.  Then in receive payments, apply the credit memo to the invoice

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