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Create Refund for a Cash/CheckMade toward an Invoice

Updated

If the payment received was cash/check, AND the payment was made towards an open invoice, use the following procedure:

  1. Click the link of the payment you wish to refund.
  2. Click the Refund Payment button.
  3. The refund will automatically be set to the full amount of the payment. You may issue a partial refund, by entering in the amount you wish to refund in the Price Each column. 

NOTE: Be sure to include the minus sign in front of the amount.

  1. Click Save.
  2. Click Close.

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.