How do I delete a credit once I have sent the client the credited amount via check?

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April Malcolm

• November 30, 2021 16:05

I sent the client a check to reimburse them for the credit on their account. How do I now delete to credit or document this on their account?

 

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  Sara

  • November 30, 2021 19:50

  Hi April,

  If the payment that created the credit was either a Cash, Check, or Manual Credit Card payment, you can go to the client's Overview page > Billing > filter by Transactions > Edit next to the payment > Delete payment. If the payment was a Stripe Credit Card payment, you can enter in a negative amount in the Add Payment box.

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