There are three primary routes to refunding a payment via the job, the account or the payments module
To refund from the job:
Hover over modules and click Outstanding tickets in the relevant section for the job type
Search for the ticket number
Right-click on the job, hover over Payments, and click View Payments
Click the view payment icon against the payment that requires a refund.
Click Credit Card Details
Adjust the Amount to the value to be refunded (this is the full amount by default)
Enter are Reason
Click Refund
To refund by account:
Open the account
Click Payments
Click the view payment icon against the payment that requires a refund.
Click Credit Card Details
Adjust the Amount to the value to be refunded (this is the full amount by default)
Enter are Reason
Click Refund
Hover over Modules and click Payments on the left in the menu list. This will load the payment history.
In the search, select a From Date and a To Date
Select Succeeded from the Status dropdown.
If the payment is linked to a job, you can also set the job number in the Ticket No section.
Click Search within the yellow search box to return the results. Clicking Search in the top right corner will close the search box; if this was clicked, click the search in the top right corner again to show the search box.
Find the payment in the results and click the view button (looks like a page with writing and a folded top right corner) to open the payment record.
Click Credit Card Details
Adjust the Amount to the value to be refunded (this is the full amount by default)
Enter a Reason
Click Refund