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Need to find the actual date of service in order to refund



1 comment

  • Sara

    Hi Kris,

    Currently there is not a way to search a specific service date and refund for that date. Instead you will need to go to the Billing tab and find the payment that correlates with the date of service that you would like to refund. On the client's the client's Overview page > Billing page you can filter by All Billable Items and see the order in which payments were added with the dates of service.

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