Recording a Cash or Check Refund

• You need an amount of unallocated funds equal to or greater than the refund amount.

Note: If you do not have the necessary unallocated funds, then you must first: 
Void the invoice that the receipt is allocated to.
Reduce the value of services on the order by the amount of the refund.
Re-invoice the service order which will create the required unallocated amount on your receipt.

How Do I Create a New Refund?

Step 1

• Click "Unallocated" from the sub-menu.
• Click "Create Refund" next to the unallocated payment to refund.

Step 2

• Select the date you refunded the client, by giving them a check, cash, or a refund in PayPal.
• Enter or confirm the refund amount.
• Default text: Leave as "Overpayment Refunded" or write your own description.
• Click "Create Refund."
• The refund is on the client's "Payments" page and their "Refunds" page.

Step 3

• The refund is on the client's "Payments" page and their "Refunds" page.

Tip: If the refund was an error, you can click on the refund and delete it. See Deleting a Refund.