This is a two-step process which is useful when someone has been invoiced but has decided to leave the team and would like to be refunded with money instead of having a credit placed on the account.

Refunds must be issued before 180 days have passed.

Step 1:

  1. Go to Billing Admin > Invoices & Payments.

  2. Search for the account.

  3. Click view in the Acct Balance column.

  4. On the next screen click New Credit.

    • (Alternatively to steps 3-4, select an account and click the New Credit button)

  5. Fill in the "Credit Description" field.

  6. Select a CoA -- Best practice is to select the same CoA the invoice was first created against.

  7. Enter in a negative dollar amount.

  8. Click Save Credit.

Step 2:

  1. Click New Refund Credit Balance (if you are still on the Billing Overview screen you will need to first click view in the Acct Balance column).

  2. Click the "Payment Type" drop-down and select -Refund-.

  3. Fill in the "New Refund Amount" using a negative dollar amount.

  4. Enter the Check # from your payables system.

  5. Enter any necessary message or memo.

  6. Click Save New Refund.

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