How to Refund a Payment

Overview 

Sometimes you'll need to refund a payment to your client, whether they paid by Credit Card, ACH, or cash we we have you covered

Watch the Video Here

• Enter the Client Profile from the client page by clicking the client's name in blue 
• Click the Payment tab in the Client Profile 

• Scroll down to the invoice that needs to be refunded and click anywhere on it

• Click the yellow Refund button twice in the bottom right corner

If you have questions or would like to set up a training session, please reach out to us at customers@onestepsoftware.com or 912-455-3639