Can I refund in an invoice?

Follow

Yes, provided that the invoices were paid by the client via the Console and you have recurring billing enabled in your PayPal account and enter your PayPal API Credentials in the Console (BILLING TAB > Settings > Recurring Billing tab > section "PayPal API Credentials") or have the CIM (Customer Information Management) module enabled in your Authorize.net merchant account and validate it in the Console (BILLING TAB > Settings > Recurring Billing tab > section "Authorize.net PracticePay CIM" > button "VALIDATE").

If these conditions are met, you can go to the client's Invoices tab (CONTACTS TAB > Contact Name > Invoices tab) and you will see a Refund option in the drop-down list to the right of the invoice.

Have more questions? Submit a request

Comments

Powered by Zendesk