Refunds

To open a refund record, open the client's record from Receivables, Clients and select Activity. From the list of transactions, select View from the menu in the refund's row. The Overview, Distributions, and Applications tabs display for you to view and edit additional info.

• Overview — Review info about the refund's balance, amount, date, and history. You can also review the client, post info, if the refund displays on statements, and you can add custom fields and notes for the refund. For more details, see Custom Fields and Notes.

• Distributions — Distributions determine the amounts to allocate to accounts and projects for the refund. For details about distributions. see Distributions.

  Note: In a future release, we'll offer full support for distributions.

• Applications — Review applications to confirm the credits and payments for the refund, as well as the unapplied balance. To open the credit or payment, select it under Transaction.

  Note: In a future release, we'll offer full support for applications.