Need to give money back? Refunds are handled from the payment record — the same page that tracks what came in.
Open the payment
Go to the invoice, click the Payments tab, and click the payment's ID (like PAY-1068) to open its record.
The payment page shows the amount, the method, the client and invoice it applies to, and a Transaction History where any refund is recorded alongside the original payment.
Note: Refunds back to a card or bank are processed through SityPay, so digital refunds are available on payments taken through SityPay. For a payment you recorded manually (cash or check), return the money the way you took it and record the refund to keep the invoice balance accurate.
A refund updates the invoice balance automatically — the numbers on the Payments tab reflect it right away. Related: Where can I see all payments?