Often times you will need to refund a payment due to wrong amounts charged or wrong payment types used. Here are a few ways in the CRM to refund payments.
Refunding via CRM → Payments
You will use this method more often for credit cards
Navigate to CRM → Payments.
Search customer name to find the payment you'd like to refund.
Click the
three dots to the right of the payment.
If void is an option, choose Void. Void will only be there if it is a cash, check, or a credit card payment which was taken that day.
If void is not an option click Refund.
If Refund is not an option scroll to the next section below.
The Pay Modal will pop up, and automatically go to the payment type that was taken for the payment.
Update the refund amount if different from the payment.
Click the Refund button.
Refunding via CRM → Refunds
You will use this method more often for ACH
Navigate to CRM → Payments.
Search Customer Name to find the payment you'd like to refund.
Click Edit on the payment.
Uncheck ALL the boxes to the left of the invoices this payment is settled to.
Click the Save button.
Navigate to CRM → Refunds.
Click the Add New button.
Enter Customer Name.
Select the Date.
Enter Refund Amount.
Enter the Reference, note the original payment with audit purposes.
Select the Payment/Credit Memo below to settle the Refund. The payment will only show below if you previously unsettled the payment in steps 1-4. If you do not settle the refund the customer’s account will have a balance.
Choose Payment Type:
Cash
Credit Cards - Click the card to enter payment information.
Checks - Enter the check number.
ACH - Choose the check payment type and then click the picture of the check to enter ACH information.
Choose a Saved Payment Method if one is saved to the CRM profile.
Click the Save button.