View all of a Client's Refunds

Created by Richard Booty, Modified on Fri, 23 Sep, 2022 at 9:52 AM by Helen Robson

If a client has a question regarding a refund, it is useful to view all refunds on the client's account so you can discuss the refund in question.

Tip: The Account History is another helpful report if a client has a question about their account.

Note: Only unallocated payments can be refunded.

How Do I View All Refunds on a Client's Account?

Navigation: Clients > Payments & Refunds > Refunds

All refunds are displayed, click the refund to view details, or edit or delete manually created refunds.