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Create Refund for a Cash/Check Made towards a Receipt

Updated

  1. Click Billing in the left-hand navigation panel.

  2. On the Billing Center tab, find the appropriate member.

  3. Click New Sales Receipt.

  1. Select the same fee item used when creating the original sales receipt.

  2. In the Price Each column, enter a negative amount.

  3. Click Save. The refund will be displayed as a negative sales receipt in the list of transactions. You will now need to follow your business process for actually giving the money back to the contact.