TeamUnify / GoMotion

NOTE: Refunds must be issued before 180 days have passed.

This allows refunding for non-existing bank accounts used for payment, if the card information has changed, for example. If this is a refund for a past CC charge for a valid account, click <a href="https://support.gomotionapp.com/en/articles/6868774-refunding-past-credit-card-charges">HERE</a>.

Go to Billing Admin &gt; Invoices &amp; Payments.

In the Acct Balance column, click view.

On the next screen, click New Credit.

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

- The best practice is to select the same CoA the invoice was first created against.

1. Go to Billing Admin &gt; Invoices &amp; Payments.
2. Search for the account.
3. In the Acct Balance column, click view.
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
 - The best practice is to select the same CoA the invoice was first created against.
7. Enter a negative dollar amount.
8. Click Save Credit.

- If still on the Billing Overview screen, click view in the Acct Balance column.

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

Enter the Check # from the payables system.

1. Click New Refund Credit Balance 
 - If still on the Billing Overview screen, click view in the Acct Balance column.
2. Click the Payment Type drop-down.
3. Select -Refund-.
4. Fill in the "New Refund Amount" using a negative dollar amount.
5. Enter the Check # from the payables system.
6. Enter desired message or memo.
7. Click Save New Refund.

Step 1

Step 2