Clicking the view/edit link next to an invoice will bring you to the Invoice Details screen. A record of any transactions that have occurred on the invoice will appear in this area.

1. Cancellation Invoice - If a yellow bar appears on this invoice, that indicates that this particular item has been canceled
   1. The yellow area shows that information and links back to the cancelation invoice
2. Adjust - Allows you to increase or decrease the fee of this item by adding a new adjustment, or removing an existing adjustment
   • Example: You might use the Adjustment feature to add a late fee. Note that programs and memberships use fee adjustments, which automatically apply certain discounts/fees depending on specific criteria. Visit the Programs area for more info on how to set this up.
3. Invoice Notes - Note can be added or edited from this area to display on receipts
   1. These notes should be specific to this invoice, rather than an individual payment
4. View/Edit Transaction - Click to edit payment information, such as date, payment type, or amount
5. Payments Notes - Notes can be added or edited on each payment to display on receipts
   1. These notes are specific to the individual transaction, rather than the entire invoice. 

Invoice Tips

• If you need to grant a partial refund, it is best to do this as an adjustment on the invoice
  •  If you need to give the customer a full refund (with or without a cancellation fee), it is best to do this by cancelling the registration in the household Registrations tab
• If the transaction was made via credit card and your site uses Authorize.net, any adjustment-based refunds will be processed automatically to the customer's card