Issue Refund for Cash or Paper Check
To post a Refund for cash or a paper check ONLY, follow these steps:
Step 1 - Find Invoice
In the person's Account under the Billing tab, click Manage beside "Paid Invoices." Find the Invoice and click "Edit" beside it.
Step 2 - Set Up Transaction
Click the Plus button on the upper-right, then select the "Post Refund" option as shown below:
Enter the following information (if applicable):
Change the Classification
Add any public or private comments
Step 3 - Enter Total
Scroll down and enter the total of the refund.
Step 4 - Select Refund Type
Next, select the Refund type. You can choose between the following options:
Cash Refund - Refund the Customer in cash
Check Refund - Refund the Customer with a company check
NSF Returned Payment - For a non-sufficient funds return for a paper check
Click "Post," and you're done!
To refund cash or checks that are not applied to an Invoice, you will need to delete the cash or check transaction, and then repost it on the Invoice.
Step 1 - Delete the Cash/Check Payment
First, you will need to delete the cash or check payment transaction. To do this, follow these steps:
Search for the Account in the top search bar
Click on the Billing page
Scroll down to the Transaction History at the bottom of the page
Find the cash or check transaction in the list
Click on the three dots to the right, then on Edit
Select "Delete transaction" at the bottom of the new window
Step 2 - Repost Cash/Check Payment
Second, you will need to repost the cash or check payment to the correct Invoice. To do this, follow these steps:
Find the Invoice the cash or check payment belongs to by clicking on "Manage" under "Paid Invoices"
Click Edit beside the Invoice
Click the Plus button on the top right
Select "Post Payment"
Enter the amount of the payment
Choose either "Cash" or "Check" as the payment method