Overview
You can refund a customer for any contract charges they have incurred after their contract is completed.
The accounting permission is required to apply a balance to an invoice, charge, or refund.
Locate an Invoice
- Select Customers from the main menu
- Search for and select the applicable customer profile
- In Customer Details, select the Contracts tab
- Select the Contract associated with the invoice
- In Contract Details, select the Billing tab
Refund a Full or Partial Invoice Balance
- In Contract Details: Billing, navigate to the Invoice section
- Select + Add Charge or Credit
- Select the Adjustment Type dropdown
- Select the Credit adjustment type
- Select the Category the refund transaction applies to
- Enter a Description (this will appear on the customer’s receipt)
- Enter the dollar amount
- Select Add
- Select Confirm
- Navigate to the Payment Information section and observe the new Amount Due total
- Select Credit