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The Refund dialog should only be used in cases when you have already received payment for an invoice and now you want to return cash or, in the case of an overpayment, to refund the cash balance.

  1. Open the account that you use to track this customer's payments and invoices.
  2. Click  (the Account Actions icon), and then choose New Credit.
  3. In the Credit form, in the Credit dialog, enter the customer name, the project/job, the business tag, the returned items, and any additional information.
  4. Click Refund.
  5. Fill out the Refund dialog and then click Enter to display the invoices/receivables register.
  6. In the invoices/receivables register, select the credit and then double-click the word --Form-- in the Category field.
  7. Click Receive Pmt to display the Customer Payment form, which shows the credit amount and a check mark next to the refund to which it will be applied.
  8. Click Enter to link the refund to the credit.

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