Client Credit

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Liv MacKenzie

• January 18, 2022 22:46

I am trying to delete an inaccurate client credit but cannot figure out how to do so. I have looked at transactions and do not see how to resolve this on my own

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  Sara

  • January 19, 2022 20:35

  Hi Liv,

  To delete either a cash, check, or manual credit card payment, go to the client's Overview page > Billing > filter by Transactions > Edit next to the payment > Delete payment. If you are trying to delete a Stripe credit card payment, you will need to refund the payment by going to the Billing tab on the left and then Card Transactions > Refund.

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