Refund Payments
You can refund payments made in the system. If the payment was processed from within the system, you can also process a debit to add the funds back to your customer's payment method.
Go to the Quick Add action and go to Add Payment.
Search for the company or invoice number and then click on the Closed Invoices tab.
Under the Actions column, click the icon with the red on it for debit invoice. A window pops up to add New Debit/Refund with a date for it and the refund type followed by the amount and any notes on why you need to debit or refund the invoice.
If you choose ACH or credit card refund option and you process payments within the system, you will have the option to select the account and process an E-debit transaction. The invoice will now be added back to the Open Invoices tab. If it’s needed the invoice can now be deleted if no payments are tied to the invoice.
Note
You can add a credit memo if you need to close the invoice after you provide the refund.