Refunding Payments
NOTE FOR ESTIMATOR USERS - Some features and functions in this article are accessible only with a subscription to Shop Manager.
To refund a payment, complete the following:
- Open a paid invoice.
- Click Payments & Refunds.
- Click Add Refund.
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:
- Click Payments & Refunds to view refund history
- Reports will reflect the refunded amount as a credit.
