Share a Refund supports its merchants and their unique business operations. As a merchant, you might offer services that extend beyond the ones provided by the Share a Refund Merchant System. Some merchants prefer to add their own consulting fees or reporting charges to the invoice. In this instance, you would need to create a manual invoice to reflect the desired changes.
Create a manual invoice for the customer
- Login into your merchant account
- Go to the Edit User page
- Tap the Add Invoice button under the designated customer
- Complete the required fields
- Tap Add Invoice button
Directions for customers with Quickbooks integration enabled
If your customers have Quickbooks integration enabled, take the extra precaution to specify a product or service name that matches what already exists in Quickbooks. Invoices may not sync into Quickbooks if this is done incorrectly.