Add a Refund

Adding a refund will subtract the refund amount from the current total amount.
(Total Amount  - Refund = New Total Amount)

1. Tap the "Transactions" tab

2. Tap the expense

3. Tap the “Refund” button

4. Enter the refund amount (or change the refund date if desired)

5. Tap “Save”

6. Tap the "Save" button on the bottom right corner

If you must change the initial expense total, remove the refund first before editing the total.

At the moment, refunds can only be added as a credit or separate expense on the Web App

Removing a refund will add the refund amount to the current total amount.
(Total Amount + Refund = New Total Amount)

1. Tap the "Transactions" tab

2. Tap the expense

3. Tap the red remove icon next to the date of the refund

At the moment, this feature is only available through our Mobile App

To show the expense as a credit, create a new expense with a value of zero and add a refund to it.

1. Tap the "Transactions" tab

2. Tap "Add Transaction"

3. Tap "Expense"

4. Select vendor & category

5. Tap "Save" (total should be 0.00)

6. Tap the "Refund" button

7. Add the refund amount

8. Tap "Save"

1. Open the web app

2. Click on “Transactions”

3. Click on “Add transaction”

   

4. Add a negative refund amount

5. Fill in the desired fields

6. Click on “Save Expense”