1. From the Home Screen > Quick Tools > Click on Customers List
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2. Select the Customer View - You can select 'All' or Customers with 'Open Balances'
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3. Select the Customer who you want to refund
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4. Select 1) 'All QB EzPay Transactions and then, 2) Select the Transaction you want to Refund by Double Clicking on it
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5. Once Open, Click on the 'Refund' Button at the top of the Transaction Details Window
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6. Choose your Refund Options from the Refund Transaction window and then click on the 'Process Refund' button.
If you want the client to receive a receipt of this Refund, please be sure to check the box below.
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7. Fill out the Credit Memo / Return Receipt. Be sure that the totals match as the Refund cannot exceed the original amount.
Click on 'Process Return' when done.
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8. Once Transaction has been approved, click on 'Close' to complete.
