Refunding Payments

To refund a payment, complete the following:
  1. Open a paid invoice.
    SM-refunds-paidinvoice
  2. Click Payments & Refunds.
    clickpaymentsandrefunds
  3. Click Add Refund.
    clickaddrefund
  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

    refunds-refunddetails

After the Refund is complete The following notifications will appear:
  • paidnotificationoncard
  • refunds-refundapplied
  • refunds-paidrefunds
  • Click Payments & Refunds to view refund history
    refunds-refundhistory
  • Reports will reflect the refunded amount as a credit.
    reportrefunds