Refund a PayPal Invoice

To refund a PayPal invoice, navigate to the [Receivables] workspace and select [Payments and Applications].

• Click the (+) to create a new refund.

• Select the [Type] Customer [Refund].

• Search for [Customer].
• Search for the created [Payment Method].
• Select [Cash Account].
• Click (+) to add a new document under the Documents to Apply tab.
• Select the [Document Type] as [Payment].

• Enter the [Payment Reference Number].
• This can be found in the sales order under the [Payments] tab.

• Upon adding the [Reference Nbr,] the remaining fields will auto fill and click on refresh the Payment Amount will automatically add the amount.
• Click on [Save].

• The [PayPal Invoice] tab will appear.
• Click the [PayPal Invoice] tab.

• Click [Refund PayPal Invoice].
• A new line will appear on the table with a new PayPal Invoice number.
• The invoice status will be listed as [Partially Refunded] or [Fully Refunded] depending on the amount refunded on the order.
• The customer will receive a refund notice on the invoice in their PayPal account.