Refund a Payment

Steps to provide a refund for credit on account or when the client overpays an invoice.

Erin O'Hara avatar
Written by Erin O'Hara
Updated over a week ago

Refund an Overpayment

When your client overpays an invoice and would like a refund of the overpaid amount (credit on account), please follow these steps:

  1. Go to the Customer Account > Payment Tab

  2. Find the payment with the overpayment: it will have an amount in the Unapplied Amount column

  3. Click the drop down arrow to the right of the Edit Button, select REFUND

  4. In the Refund window, input the total amount to refund and a memo about the refund in the Note text box

  5. Click Save & Apply to complete the refund

Did this answer your question?