Before you start
- Refund a customer for contract charges incurred after a contract is completed
- You need the Accounting permission to apply a balance to an invoice, charge, or refund
Steps to locate an invoice
- Click the Contracts button or the Customers button in the left navigation bar
- If you click the Contracts button in the left navigation bar:
- Locate a contract either by searching for the name of a customer in the search bar or by clicking the name of a customer highlighted in blue or by clicking the contract ID highlighted in blue
- If you choose to search a contract by customer name:
- Click the name of the customer
- Click Contracts in the Customer Details section
- Click the desired contract ID highlighted in blue
OR
- If you click the Customers button in the left navigation bar:
- Locate a contract either by searching for the name of a customer in the search bar or by clicking the name of a customer highlighted in blue
- Click the name of the customer
- Click Contracts in the Customer Details section
- Click the desired contract ID highlighted in blue
- Click the Billing tab in the Contract Details pane
- Navigate to the Invoice section
Steps to refund a full or partial invoice balance
- Click + Add Charge or Credit
- Click the Adjustment Type dropdown
- Charge to increase the balance
- Credit to reduce the balance
- Click the Category dropdown and select the applicable option
- Include a description (the description appears on the customer’s receipt)
- Enter the dollar amount
- Click Add
- Select Confirm to confirm the adjustment