1. Go to Main Menu then select Payments then Invoicing click on the Paid tab

  2. In the Search field enter the client’s name, when the invoice item is displayed select the View button

  3. Under the Invoice description select $ Pay Invoice 



  1. Then select Refund under Payment Amount in the Amount field enter a minus - $ amount to reflect the amount of money being paid back to the client
  2. In the Description enter the reason for the refund then select Record Payment



5. Then go to the Reissue button for the invoice to be updated. Then select Download to print out for the customer.