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  1. Go to Business > Clients and select the client you need to issue a refund to.

  2. Open the Transactions Tab to view the client's financial activity.

  3. Select Issue Refund from the toolbar or the three-dot menu next to the relevant transactionclient.

  4. Fill out the refund details in the Issue Refund window:

    • Date: Specify the refund date.

    • Business: If you have multiple businesses, select the correct business.

    • Client: The name of the client receiving the refund. This should already be filled in for you, but verify it is correct.

    • Amount: Enter the refund amount.

    • Payment Account: Choose the account from which the refund will be issued from.

    • Date: Specify the refund date.

    • Memo (optional): Add notes for internal tracking or clarification.

  5. Save the refund:

    • Select Save to apply the refund to the client's account.

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