Refund a credit memo

Refund the available amount of a credit memo when the customer should receive money instead of applying the credit to another transaction. Open Menu > Receivables > Credit memos.

Before you begin

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

To refund a credit memo

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

The refund is limited to the credit memo’s available amount. You cannot refund a draft, fully applied, or voided credit memo.