← Help Centre / Credits & Refunds

Add, apply or refund customer credit

Office records the credit or refund you confirm; it does not send money.

1. Open Quotes & Invoices > Credits & Refunds and choose the customer.
2. To add credit, enter the amount/date/reason under Add Customer Credit.
3. To apply it, choose the outstanding invoice and amount; check the resulting invoice balance.
4. To record a refund, enter the amount/date/method/reason and confirm the customer.
5. Correct a mistaken refund through its correction control rather than deleting history.