Refund client credit

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Erica Van Leuven

• September 30, 2022 13:48

A client currently has a large credit on their account. I would like to write a check to refund this credit balance. I have tried to go into the payments section and post a negative "payment" to reflect the credit, as one post instructed. However, it won't allow me to enter a negative amount. How do I get the credit to be reflected in the client's billing? 

Thank you. 

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• 

  Sara

  • October 06, 2022 18:57

  Hi Erica,

  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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