How can I refund client payments?

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You may have recorded a payment from a client in Core and later been asked to refund it entirely or partially. In case of complete refund or cancelling the entire payment, you can delete payments or, better still, void them so that a record of that action is maintained in the database.

In case of partial refund, you can use the Checks screen to write a check to the client for that refund amount. In case of refunding a retainer payment, you can use the Credit Memos > Refund Retainer screen.

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