To reflect a refund for a line item(s) on an order, add a negative line item to indicate that you have refunded the payment to the customer. Recording the negative line item(s) in Shopmonkey is for record-keeping only. It is your responsibility to ensure that the refunded payment is properly processed.

For this example, we will refund a part to a customer.

On the part line item to be returned, change the quantity to a negative number. In this case, we are returning 1 (one) oil filter, so the quantity will be changed to -1 (negative one).

Please Note: Adding a negative part or tire line item will not add the item back in inventory. These inventory adjustments will need to be made manually.

When added to the order as a negative quantity, the shop supplies, EPA, and tax are also shown at a negative value, reflecting the total negative (refund amount). Select the Grand Total on the right-side panel to view the specifics of the order total (or refund in this case).

Please Note: Orders with negative subtotals cannot be sent to QuickBooks. These adjustments will need to be made in QuickBooks manually as a journal entry.

Related Articles

• Edit or Refund a Posted Payment
• Record a Deposit on a Work Order

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