To refund a payment, complete the following:

1. Open a paid invoice.
   
2. Click Payments & Refunds.
   
3. Click Add Refund.
   

4. Enter and confirm the Refund Details below then click Apply Refund:

   • Refund Amount
   • Payment Method (and Card Type if applicable)
   • Date & Time
   • Refund Notes

   

After the Refund is complete The following notifications will appear:

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• Click Payments & Refunds to view refund history
  
• Reports will reflect the refunded amount as a credit.