SwimOffice Admin - SuperUser
NOTE: Refunds must be issued before 180 days have passed.
This allows refunding for non-existing bank accounts used for payment, if the card information has changed, for example. If this is a refund for a past CC charge for a valid account, click HERE.
Go to Billing Admin > Invoices & Payments.
Search for the account.
In the Acct Balance column, click view.
On the next screen, click New Credit.
Alternatively to steps 3-4, select an account and click the New Credit button.
Fill in the Credit Description field.
Select a CoA
The best practice is to select the same CoA the invoice was first created against.
Enter a negative dollar amount.
Click Save Credit.
Click New Refund Credit Balance
If still on the Billing Overview screen, click view in the Acct Balance column.
Click the Payment Type drop-down.
Fill in the "New Refund Amount" using a negative dollar amount.
Enter the Check # from the payables system.
Enter desired message or memo.
Click Save New Refund.