Refund a customer for charges executed on a contract. Please note, you need the Accounting permission to apply a balance to an invoice, charge, or refund.
Locate the Invoice
Select the Contract ID from the Contracts page or the Contracts tab located on the Customer Details page.
Select the Billing tab on the Contract Details page.
Scroll down to the Invoice section.
Refund a Full or Partial Invoice Balance
Select the Edit Invoice button
Select Add Charge or Credit
Select the Adjustment Type dropdown
Select Credit to reduce the balance
Select the adjustment Category for proper source of business reporting
Note: If tax is preconfigured for a specific charge type, ie: Daily Rate, the tax amount will automatically be factored into the adjustment which can impact the accuracy of your adjustment. You can select Generic Charge to ignore any preconfigured tax consideration for the adjustment.
Include a description that will appear on the customer’s receipt
Enter the dollar amount
Select Add
Select Confirm to finalize the adjustment
Scroll back up to the top of the invoice to see the customer amount due. Select Refund to complete the transaction.