If a client has a question regarding a refund, it is useful to view all refunds on the client's account so you can discuss the refund in question.
Tip: The Account History is another helpful report if a client has a question about their account.
Note: Only unallocated payments can be refunded.How Do I View All Refunds on a Client's Account?
Navigation: Clients > Payments & Refunds > Refunds
- All refunds are displayed, click the refund to view details, or edit or delete manually created refunds.
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