- Go to the "Accounting" Tab
- Go to the "Adjustments" Sub Tab
- Click the "For Client Refund" link
- Select the Client you want to refund in the drop-down menu, and enter in the details of the refund in the “Refund Info” area. Including selecting the refund method in the "Refund Method" drop-down menu.
- Click “Save Refund" button.
Note two important things:
1. When you pull up a Client, you can only do a refund if a payment already exists. You can only refund an actual payment.
2. Also, you can only refund money that is not already “applied.” In other words, you can’t refund money that has been applied to a particular invoice.
For example, if client Simon made a payment - and you fully applied it to an invoice or invoices – then you have to go back and edit the payment in order to do a refund. Here’s how to edit an already “applied” payment so you can refund a portion of it back to the Client:
- Click the “Accounting” Tab and the ‘History” Sub Tab.
- Look for the payment in the list.
- Highlight the row of the payment, and click the down arrow to the far right of the column.
- Select “Edit Payment” in the list that expands. A new page will open with Payment details.
- In the “Amount to Pay” field, reduce the applied payment amount. The remainder will now be available for refunding.
- Click the “Save Payment” button.
- Now you will be able to refund the Client the remainder of the payment that wasn’t applied; Go back to the “Accounting” Tab, “Adjustment” Sub Tab, and click the “For Client Refund” link.
- Select the Client who should get the refund. A new Client page will open.
- In the “Refund” field, enter the amount you want to refund.
- In the “Refund Info” area, enter the details of how you will give the Client’s money back.
- Click the “Save the Refund” button and you will get a message: “Refund. Saved Successfully.”