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Refund against an Invoice
Refund against an Invoice
Ruby Mehta avatar
Written by Ruby Mehta
Updated over a week ago

  • Log into the system as an Agency User, Owner, or Admin.

  • Click Payment Register by Client under the Accounting menu.

  • Enter the search criteria of the Client you wish to display.

  • Click the Search button. The results are displayed.

  • Scroll down to the Refund section

  • Enter the information for the refund.

  • Click the Save button to process the refund, or the Cancel button to discard the refund.

NOTE: Text in the Refund Memo will appear in the Account Register so you can remember why you did a refund.

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