I have received payment for an incorrect invoice, how can I fix this issue and refund the customer?

November 3rd, 2023

Create a new invoice for the same customer with a NEGATIVE value. i.e – $22

Include a detailed description i.e “wrong invoice dated 21/8/19”

The money will be added back to the clients’ account statement, while your next payment will have the value deducted off the total amount paid ie. -$22

system will immediately add the money back to the clients’ account. The adjustment will receive less for your next payment from Capital Guardians i.e $20 less.

Ross McDonald

Ross is the CEO and founder of Capital Guardians. He has an extensive career in financial management and tech solutions development. Having first created Capital Guardians as a solution for aged care over a decade ago, so his expertise in payments and invoicing for people in protected settings is second to none.