Add or edit a payment or refund on an account record

Note: You are not able to delete a payment from an account record.

1. (If one is not open already) Open an existing account record.

2. Click the Payments/Refunds tab.

   

3. Do one or more of the following.

   Add a new payment

   1. Under Payments, click Add.

      The Payments & Credits dialog box appears with a new payment record, partially populated with data from the account record.

   2. Fill in the remaining fields in the dialog box as described in Add or edit a payment or credit adjustment.

      The new payment appears in the list on the Payments/Refunds tab.

   Edit an existing payment

   1. Select the payment you want to view or edit from the list.

   2. Near the bottom of the dialog box, click Open.

      The Payments & Credits dialog box appears, containing the information for the payment.

   3. View and update the fields in the dialog box as needed.

   4. Click Save, and then click Close.

   Add a refund

   1. Under Refunds, click Add.

      The Refund dialog box appears with a new refund record, partially populated with data from the account record.

   2. Fill in the remaining fields in the dialog box as described in Apply a refund.

      The new refund appears in the list on the Payments/Refunds tab.