For refunding prepayments to a client's Provet Pay card on file, see Prepayments and Prepayment Refunds.

For refunding prepayments (deposits) to a client's payment card using the Gravity Payments integration, see Processing Deposits.

Refund a Single Prepayment

1. Go to the Billing tab on the client's page.
2. Under Prepayments, select the i button on the prepayment row.
3. Select Refund.
4. Select a payment type and add a description if needed (may be required).
5. Check the sum and date and select Save.

Refund Selected Prepayments

1. Go to the Billing tab on the client's page.
2. Under Prepayments, select the prepayment rows you want to refund.
3. A pop-up menu appears at the bottom of the screen. Select Actions > + Refund selected prepayments. A dialogue opens.
4. Select a payment type and add a description if needed (may be required).
5. Select Refund.

See Also

Prepayments and Prepayment Refunds (Provet Pay)

Processing Deposits (Gravity Payments)

Crediting and Refunds

Add a Prepayment

Use Prepayment Balances

View Prepayment Transactions

Updated 27 August 2024 05:56