How to Enter a Refund

Occasionally, you may need to refund money to your customer for an overpayment on an invoice.

Entering a refund to a customer

When you need to record a refund of money to a customer, you will create a payment for a negative amount against the invoice.

1. Locate the invoice  (by opening the event or by using Find Invoices).
2. Select Add Payment.
3. Enter a payment, but make sure the amount is negative.  You'll also want to enter any notes that describe the reason for the refund.
4. Press Save.