How to Refund a Payment

Refunding a payment instructions:

1. Go to Orders > Orders
   
   
   
   
2. Select the invoice you would like to refund
   
   
   
   
3. Scroll down to the Contract Details section and click the "..." button. Then, select "Add Line Item" from the drop down menu
   
   
   
   
   
   
   
4. Select Refund at the top
   
   
5. Fill out the refund information including "Line Item Name", Amount, Quantity, Tax Applicable, and Comments.
   
   
   
   
   
6. Click "Add Line Item"
   
   
   
   
   
7. If refunding immediately, select the reason and the payment you would like the refund to come from. 
   
   
   
   
   
8. Click "Refund $XX.XX Now"
   
   
   
   
   
9. If you wish to just add the line item without refunding at the time of the line item creation, click "no."
   
   
   
   
   
10. If you just added the line item without refunding, you will see the line item show up in the Invoice Details and have the option to "issue refund" from the invoice. 
    
    
    
    
11. If you selected "refund now," the refund will be processed and uou will see the refund under the Payment History section of the Invoice Details