Do you have a negative payment line that says “Mark as Refund”? All payments have been marked as complete, your client has paid their full balance by either cash, check, or card. Then they decide to remove an item or you make an adjustment that makes the proposal total LESS than the price they paid. The system will add an additional payment line to reflect the difference in total as a negative. Below are two scenarios to fix it!
Scenario #1- If you will not be processing a refund, you can remove this negative line by:
Using the pencil icon to edit one of the payments above that line- move it back to unpaid.
Now you can edit the dollar amount of the unpaid line!
Subtract the negative amount from the unpaid line.
This will bring the negative line back to $0 and you can select the wrench icon beside the line to delete it using the trash can icon.
Bring the adjusted payment line back to “Paid” using the pencil icon beside it, uncheck “Send Receipt”, and save!
Scenario #2- If your client paid via either Stripe or Square, depending on your chosen processor, you will not be able to edit the completed payments. Instead, you can remove this negative line by:
Add a new section and line item to your proposal (you can name this however you prefer but you can leave the title blank).
For the price, enter the amount that is showing as negative in your payment line WITH the negative sign (-).
You can hide the quantity, price, and subtotal (hide the “refund”) using the wrench icon of the section and selecting the “section type” drop down.
Select custom, uncheck all boxes, and save!
The negative payment line will now be $0 and you can select the wrench icon beside it to delete.
Save and publish your changes!