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How to Refund a Client

Apply a refund from the client's profile or from the Sales section. Refunds take 5–10 business days to appear on the client's statement. 

Option 1 — From the client's profile

  1. Go to Contacts and find the client's profile.
  2. Click on the Invoices tab.
  3. Click on the invoice number.
  4. Click the Actions button in the upper right-hand corner of the invoice.
  5. Select Refund and confirm.

Option 2 — From Sales

  1. Go to Sales → Invoices.
  2. Search for the client you want to refund and click on the invoice number.
  3. Click the Actions button in the upper right-hand corner of the invoice.
  4. Select Refund and confirm.

Note: refunds take 5–10 business days to appear on the client's statement.