BillingPlatform allows you to apply a refund to any payment made in the system. This tutorial will cover how to create such a refund.
Step 1. Select the Payment You Would Like to Refund
Enter the Accounts Receivables section in the Accounting tab. Next select the billing entity which contains the payment. Once selected you can select the Refunds sub-section. It will look similar to below.
Step 2. Create a New Refund
Select the New button to begin the process of creating a new refund. The table below describes the configuration options.
Select save to save the refund.
|Refund Amount||Enter the amount of the refund to be applied.|
|Refund Action||Use this dropdown to select the type of refund.
|Refund Notes||Add any notes for record of why the refund was applied.|