How to send a customer invoice link after a partial refund in the same invoice?

In QuickBooks Online, if you need to send a customer a link to pay for an invoice after issuing a partial refund and the customer has already made a partial payment, you can follow these steps without creating a credit memo:

1. **Access the Invoice**:
- Go to the "Sales" or "Invoicing" tab in QuickBooks Online.
- Find and open the original invoice for which you issued the partial refund.

2. **Edit the Invoice**:
- Click the "Edit" button on the invoice.

3. **Adjust the Amount Due**:
- In the invoice editor, adjust the "Amount Due" to reflect the remaining balance that the customer needs to pay.
- Ensure the invoice now accurately reflects the total amount due, considering the partial refund that was issued.

4. **Save the Invoice**:
- Click "Save" to save the changes.

5. **Send the Payment Link**:
- With the invoice updated to the correct amount, you can now send the payment link to your customer.
- Click the "Send" button on the invoice, select the preferred method (e.g., email), and send it to the customer.

This approach allows you to maintain the same invoice but adjusts the amount due to reflect the remaining balance after the partial refund. The customer will receive the invoice with the correct amount due and can make the payment using the provided link.

There's no need to create a separate credit memo for this scenario, as adjusting the invoice directly is sufficient to reflect the correct amount due for the customer.

The point is, the invoice have a discount percent,  which means that the amounts will change.

Hello there! Thanks for getting back to the thread. We are glad to assist you with managing your invoice payments in QuickBooks Online.

Our primary objective is to ensure a seamless and hassle-free experience while using the program. We are delighted to provide you with the necessary steps to address your concern effectively.

Let's begin by unlinking the partial payment from the original invoice. Please follow the steps below:
 

1. Navigate to the Customers menu and select Customers.
2. Choose the specific customer associated with the transaction.
   
   
    
3. Locate the original invoice and click on the Edit option.
   
   
    
4. Select the payment made link and tap the date.
   
   
   
    
5. Uncheck the partial payment to unlink it from the original invoice.
6. A window will appear, prompting you to click on the Save as a credit option.
7. Confirm your selection by hitting Yes.
   
   

Next, let's record the refund that affects the Accounts Receivable account. Here's how:

1. Click on + New and choose either Expense or Check, depending on your preference.
   
   
    
2. In the Category field, enter "Accounts Receivable" to indicate the relevant account.
3. Specify the refund amount and select the appropriate customer.
4. Tap Save and close.
   
   

Proceed to link the unapplied payment and expense transaction by following the instructions below:

1. Click on + New and select Receive payment.
   
   
    
2. Check the Expense transaction that corresponds to the refund you recorded earlier.
   
   

Once you have completed the process, the payment balance of the original invoice will be reset to zero. To ensure that the partial payment is correctly associated with the appropriate credit card account, select Edit to open the original invoice. Then, click on Save and send to allow your customer to make the partial payment again using the correct credit card account.

For further guidance on handling invoice-related tasks, we recommend referring to the following articles:

• Create invoices in QuickBooks Online
• Customize invoices, estimates, and sales receipts in QuickBooks Online
• Set up and send progress invoices in QuickBooks Online
• Convert an estimate into an invoice in QuickBooks Online

Please feel free to keep us updated if you encounter any other challenges with QuickBooks. The Community is always here to assist you, and we wish you continued success in all your business endeavors. Take care!