How do I issue a refund

Hi there, Cathy.

I'm here to help with setting up that refund. If you're trying to issue a customer refund its a two step process to make sure everything is done correctly.

Part 1 is recording the refund for your customer:

1. Select + New.
2. Select Expense, Add expense or Check. If you're in Business view, follow the steps to switch to Accountant view first. Then come back to these steps.
3. Select the customer you want to refund from the Payee ▼ drop-down.
4. From the Payment account ▼ drop-down, select the bank account where you deposited the overpayment too.
5. On the first line of the Category column, select an Accounts Receivable.
6. Enter how much you want to refund in the Amount field.
7. Fill out the other fields as you see fit, then select Save and close.

Part 2 is linking the refund to the customer's credit or overpayment:

1. Select + New.
2. Select Receive payment or Receive invoice payment.
3. Select the same customer you used for the check or expense.
4. Fill out the other fields as you see fit.
5. Under the Outstanding Transaction section, select the checkbox for the Expense or Check you created.
6. Make sure the payment is equal to the open balance, then select Save and close.

Now  the customers refund should be correctly entered. I also have some more information including a video guide here. I'm also available if you have any questions or concerns.