Refund a customer payment

Create a customer refund from the available amount of an accepted customer payment. Open Menu > Receivables > Customer payments.

Before you begin

You need an accepted customer payment with an amount available to refund and an appropriate refund payment method.

To refund a customer payment

1. Open Menu > Receivables > Customer payments.
2. Open the customer payment.
3. Select Refund.
4. Review the customer, refund source, date, payment method, and refund amount.
5. Select Submit.

You cannot create a refund when the payment has not been accepted, is fully applied, or is fully refunded.