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How do I handle refunds or credits on Beam?

Beam does not currently process refunds within the platform.

If there is no remaining balance on the project, return funds to the client outside of Beam.

If there is remaining balance on the project, create a negative change order

Screenshot 2026-02-04 at 4.14.54 PM

Once created, you can select the negative change order record for your next invoice to credit the customer.

change order