Hey Laurie: Long time no hear. Hope all is well with you. I agree with Allen below re: first issuing a credit. You need to get a negative balance in there before you can issue the refund. Set the credit to Apply to a Future Invoice. I differ with him on using an Invoice transaction thereafter. I would just use the Refund transaction type to show that I sent it to the client, and match it to the unapplied credit. Hope this helps. If you think this suggestion was especially helpful, please consider rating it within the five star option, or clicking the green Yes button next to the "Did this answer your question?" option below. Thanks. Nancy Duhon, Esq. Master Certified Consultant for Timeslips,Certified Consultant for Amicus Attorney and Credenza Duhon Technology Solutions, LLC a member of Certified Resources Network, LLC duhon@duhon.biz 404-325-9779 Providing personalized local and remote online support for Timeslips users for over 20 years. Available for private consultations, including older/unsupported versions.
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