How to Refund Payments in A/R

To refund a payment in A/R, you need to unallocate the payment from invoices first, as partial refunds of A/R payments are not possible.

If the payment has been fully allocated, navigate to the ALLOCATED tab.

If the payment has been partially allocated, navigate to the CREDIT tab.

Expand the record with the downward-facing arrow, and press the red X next to each invoice to unallocate the payment from the invoice.

Repeat as required.

Then navigate to the CREDIT tab.

Press REFUND and then REFUND again next to the payment you want to refund.