Billing Transactions
On your Left menu, go to Reports and select Billing. Click View Report under the Transactions Tile.
Click the transaction number to get the transaction details. The Transaction Details window will appear. You will be able to see the customer information and the processing information.
Refund
To refund a client, you will need to go to the client's profile and go to the Billing tab and Activity Summary. Click the Add Refund button below the Billing section.
The refund window will appear. Enter the amount you would like to refund to the client and select the payment method, and then click the Confirm button. Make sure to leave a note for future reference. The transaction will reflect on the account in real time.
Important Reminders:
If the client's account has a $0.00 balance, you need to select the action as Refund and Cancel. That way, the system will automatically generate a credit to cover the refunded amount.
If the client was charged on the wrong card and you want to refund it but still charge the right payment option, proceed by selecting Process Payment. Then choose the correct payment option.
If the client's account has a positive balance, say from an overpayment, you may proceed by selecting the action as None. This way, the system will automatically allocate the existing credit to the amount that will be refunded.
