SwimOffice Admin - SuperUser

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 HERE.

Step 1

  1. Go to Billing Admin > Invoices & 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.

Step 2

  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.

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