Open an existing refund record

  1. (If one is not open already) Open an existing account record.
  2. Click the Payments/Refunds tab.
  3. Under Refunds, double-click the refund record you want to open.

    The Refund dialog box appears.

  4. Depending on what you want to do, continue with one of the following.

    To do this See instructions in

    Edit a refund

    Edit a refund.

    Add notes

    Add notes to a record.

    Add custom data fields (user-defined fields)

    Add custom data user-defined fields to a record.

    Add data in user-defined fields

    Enter custom data in user-defined fields for a record.

    Add attachments and

    Add attachments and signatures to a record.