Step 2 – Click on the GRID under the Invoice section on the record. This will populate the Invoice Associated view screen
Step 3 – Select and open the Invoice on the record
Step 4 – Click on the Refund Invoice button. This feeds to a cross charge code (eg.ZZ9423). This will create a credit note for the amount to be refunded and show as refunded.
Step 5 – Process the refund by CC either through World Pay, Serve base or Bank transfer.
Step 6 – Put notes on record to say what has been done