How do I remove credit on client's account?

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Uche Chukwureh

• September 28, 2022 18:38

I tried to remove the credit on client's account after a sent a check and the new layout does not allow me to add a negative to remove the credit.

Thanks for your help.

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• 

  Sara

  • October 05, 2022 21:44

  Hi Uche,

  With the new billing update, you can refund all types of payments instead of adding negative payments. To refund a check payment, 

  • Navigate to the client’s Billing tab
  • Filter this page by Transactions
  • Click View next to the payment you'd like to refund
  • Click Refund in the upper right corner of the page
  • Enter the amount you'd like to refund in the Refund Amount
  • Click Refund
  • Click Confirm Refund

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