Creating Refunds

Refunds are records of the funds returned to clients, and are used to settle Credit notes

To create a Refund:

1. Open the Main tab of the Client window and select a project.

2. Switch to the Refunds tab and click the New button.

 

 

Refunds can also be created and linked automatically from the Edit Credit Note window. To create a refund this way:

1. Open any credit note that has not been paid yet.

2. In the Edit Credit Note window click the Mark As Paid button.

This will automatically create a Refund that completely covers the credit note and link it to the credit note in question.

 

 

 

See also:

New/Edit Refund Window