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Using Dharma Tribe/ Sales

Close/Void/Refund

To Close, Void, or Refund an invoice, select the appropriate button at the bottom

of the invoice.

Voiding an Invoice

     1.  Click in the payment “amount” field  and delete the amount.

     2.  Remove all line items from the invoice using the trash can icon

     3.  Click Void at the bottom of the invoice.

Closing an Invoice

    1.  Make sure the balance is zero.

    2.  Press Close at the bottom of the invoice.    (If you need to re-open a closed invoice--to give a refund, for example--press "re-open.")

Refunding an Invoice

1.    Click Refund on the bottom of the invoice screen to get to the Refund Screen

2.    Select Yes next to the line items for Classes or Series and Product sales items that you would like to refund

3.    Click on Refund at the bottom of the page

When you return to the invoice the balance will reflect the refunded amount.

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