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How to Refund a Payment

Refunding a payment instructions:

  1. Go to Orders > Orders

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  2. Select the invoice you would like to refund

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  3. Scroll down to the Contract Details section and click the "..." button. Then, select "Add Line Item" from the drop down menu

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  4. Select Refund at the top

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  5. Fill out the refund information including "Line Item Name", Amount, Quantity, Tax Applicable, and Comments.

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  6. Click "Add Line Item"

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  7. If refunding immediately, select the reason and the payment you would like the refund to come from.

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  8. Click "Refund $XX.XX Now"

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  9. If you wish to just add the line item without refunding at the time of the line item creation, click "no."

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  10. If you just added the line item without refunding, you will see the line item show up in the Invoice Details and have the option to "issue refund" from the invoice.

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  11. If you selected "refund now," the refund will be processed and uou will see the refund under the Payment History section of the Invoice Details

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