Reimbursement Invoices

A reimbursement invoice is used when you need to refund or reimburse someone for the payment of a specific invoice.

Unlike a credit note — which simply adjusts the amount owed — a reimbursement invoice actually moves money out of your client/trust account. It ties the return of funds directly to the original payment for clear documentation and audit tracking.

If you only need to correct an invoice without moving money, see our article on Credit Notes.

Create a Reimbursement Invoice

During the Original Invoice Creation

To create and invoice:

1. Go to Create or Actions 
2. Select Create Invoice from the menu 
3. Enter Invoice details (see more information - Create an Invoice)
4. Click Add Reimbursement Invoice Under the Totals or Click into the Reimbursement Invoice Tab
5. Enter in the Invoice Details and Line Items
6. Click Create and View Invoice

You will find once the invoice is created the reimbursement invoice can always be found linked as well as the original invoice linked to the reimbursement invoice.

After the Original Invoice has been Created

Once the original invoice has been created you're able to create the reimbursement invoice using the below steps:

1. Navigate to the Original Invoice 
2. Scroll and Select Create Reimbursement Invoice 
3. Enter the Reimbursement Invoice details
4. Click Create Reimbursement Invoice 

You will find on the Reimbursement Invoice there is a link to the original invoice and visa versa.