When refunding or voiding a payment on an invoice, there are a few places you can go to do the void or refund!
You can get to the payment by selecting the Accounting tab, and under Payments, select View Invoice Payments. The list of payments will come up. Select View Payment to the right of the payment to be refunded.
You can also get to the payment by going directly to the invoice or one of the invoices if the payment was for multiple invoices. You select the payment amount which is in blue, a box will come up, and then select the date in blue to get to the payment.
Once on the payment, to void the payment, you can select Edit Payment in the upper right hand corner.
Then select, Void Payment, which will make the invoice amount due again.
Another way to void the payment, would be to go directly to the job, rather than going to the invoice. You can get to the job by going to the invoice and selecting the job number. Once on the job, select Deposit at the top of the job.
A box will come up and you would just press on the little blue 'Void' button, which will then give you another prompt to make sure you are good to void the transaction. Once you press yes, the payment will be voided.
Please note: Credit Card voids can only be performed, if they are the same day that the credit card payment was originally processed, otherwise you will need to process a refund.
How to process a Refund:
To do a refund, either a partial or full refund, go to the job, rather than the invoice. You can get to the job by going to the invoice and selecting the job number. Once on the job, select Deposit at the top of the job.
A box will come up and you will then be able to process either a full or partial refund of any type, just fill in the information in the boxes for the refund. (Please see the next caption and screenshot for how to process credit card refunds). Then select Submit Transaction. The invoice will once again show the amount as due.
If it is a Credit Card refund that you are needing to process, the 'Refund' box will be over to the right next to the blue ‘Void’ button. Select it, then it will bring up a pop-up box and you can enter in the amount you would like to refund in the Amount field then Submit Transaction.