How to refund credit on account

1. On the top ribbon, click the Invoice/Quote module.
2. In the Invoice/Quote tab, in the Customer list, select a customer.
3. On the bottom ribbon, click Account Payment or press F5.
4. In the Amount of Payment box, enter the credit as a negative amount.  Example: -25.00
5. Press Enter twice.
6. In the Note box, indicate why the credit is being issued.  Example: Payout or payoff on account
7. In the Account Payment window, click F12 Checkout.
8. On the bottom ribbon, select one of the following payment types.
   • Cash
   • Credit Card
   • Check
9. Verify the amount of credit being issued. If necessary, correct the amount.
10. Press Enter.

Note:  If the payment type is a check, the check number and the account name must be added to the transaction.