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- If you haven't already done so, issue the amount of the refund to the customer in credit.
- Open the account that you use to track this customer's payments and invoices.
- Click
(the Account Actions icon), and then choose New Refund.
- In the Refund dialog, select the account from which you want to pay the refund, enter the customer name, project/job, and amount, and then click Enter.
- In the invoices/receivables register, select the payment, and then double-click the word --Form-- in the Category field.The Customer Payment form lists the invoice and the refund.
- Click the Pay column next to the refund, and then click Enter.
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