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A customer overpaid in the past and now wants to be refunded for this credit

A customer sent an overpayment (paid an invoice twice) in the past, and the refund was kept for future use. Now the customer wants a refund for this credit.

How to fix it
  1. Go to the Customer Center and select the customer you are refunding
  2. Select the Transactions tab
  3. Select Received Payments
  4. Find the original payment (overpayment) that you are refunding and double-click on it
  5. At the bottom left is the option to Leave the credit to be used later or Refund the amount to the customer
  6. Select Refund the amount to the customer and click Save & Close
  7. This takes you to the Issue a Refund window
  8. Complete the refund check and click Save & Close
  9. This creates the refund for the customer



KB ID# SLN41203
2/14/2016 3:01:53 PM
PPRDQSSWS406 9132 Pro 2016 b3eeab