How do I record a refund in Tern?
Add a negative amount in the payment schedule on the Booking & Pricing tab. Enter the refund as a negative number (e.g., -500). Then adjust the item cost: set it to $0 for a full refund, or to the cancellation fee amount if a fee was retained. This zeroes out the balance and keeps your records clean. If you also mark the booking Canceled, Tern hides it from your client, so it won't appear on their invoice. For the full steps, see If a client cancels, where do I enter the refund amount?
Can I enter negative amounts in Tern's payment fields?
Yes. Payment fields accept negative amounts. Use a negative entry to record refunds, chargebacks, or adjustments.
Will the refund show on my client's invoice?
Not once the booking is canceled. Canceled bookings are hidden from your client and left off the invoice, along with their payments, refunds, and any cancellation fee. If the canceled booking was the only priced item on the trip, the Generate invoice button will be unavailable. The payment and refund stay in the Booking & Pricing tab for your records.