You may need to refund customer payments, regardless of if your customer paid via check, cash, ACH, or Credit Cards. Here's how.
Credit Card / ACH Refunds
Step 1 - Create a Refund Discount/Credit Item
We suggest that you create a new Discount Item called “Refund Adjustment” or "Account Adjustment" and always use that item when doing refunds instead of a Misc. Credit.
Step 2 - Post Refund
Here is how to post a refund for payments made AFTER the same day.
Post Transaction - Click the "Post Transaction" window (which can be accessed by the plus ("+") button to the right of Invoices in the left menu)
Enter Account - Next, enter the accounts by searching for them in the search bar. Select the name and then select next.
Find Account Invoice - Find an Invoice on an Account to refund (the payment has to have been within the last 12 months).
Invoice Refund - Click "Edit" on an Invoice to view the transactions on that Invoice. Click the three dots then "Refund Payment" beside the Payment to refund. The following window will pop up:
5. Configure Credit - You will have the option to either leave the invoice paid (meaning they don't owe the invoice you are refunding) or leave it unpaid (meaning they still owe on the invoice).
6. Confirm Refund - You can refund the full payment or a partial. After inputting a refund amount, select "Confirm".
Cash / Check Refunds
Issue Refund for Cash or Paper Check
To post a Refund for cash or a paper check, 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!