How to refund a payment
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How to refund a payment. A step-by-step walkthrough of the screens, buttons and fields involved.
The steps, written out
- Open Payments and click the payment (only Succeeded payments can be refunded).
- Press Refund and confirm.
Tip
The payment becomes Refunded, the amount applied to each invoice is taken back (the invoices go back to Open or Partial), and a reversing entry is posted to the ledger. In this test environment the refund is recorded in the system only. Refunds are blocked if the payment date falls in a closed accounting period.