Method for refunding a customer - Quickbooks Mode
How can I refund my customers?
After significant research and discussion with accountants, we have determined that there are many different ways for people to do refunds. Our system is designed to complement an accounting system, but is not a replacement for one.
Our system doesn't handle receivables and payables; every organization has a different way of refunding money in different situations, such as with credits, refunds, etc.
For these reasons, when running in QuickBooks mode, Accrisoft Endeavor does not do refunds.
However, you can do refunds in non-QuickBooks mode:
1. In Billing > Statements, after you select a client there is an "Add a Transaction" button. Click this button. On the next screen, you can determine if it should be a payment or a refund.
2. In Credit Card > History, click "Add a new Refund." This will allow you to refund payment processor transactions that are less than 30 days old. Doing this will automatically create a record in the Billing Module.