Internal Refund

When a Refund is posted, the 'cash' distribution is recorded in a register; however, when an Internal Refund is posted, the register is not affected.  The Accounting screen → Internal Refunds tab is used to post an Internal Refund.

In order to post an Internal Refund, the client must have a Credit Balance.

Create a Client Credit

Accounting screen → Adjustments tab → Closed Order Adjustments subtab

1. The Total Adjustable Amount is $13.98.  This is determined by the amount of the charge, minus any previous credit adjustments.
2. Enter the maximum adjustable amount of $13.98.
3. Only part of the adjustable amount is applied to the charge. 
4. The remaining adjustment amount is 'Unapplied', and will create a Client Credit.
5. Clicking the 'Apply Adjustments' will post the credit adjustment to the charge, and the client credit.
6. A popup dialog confirms the creation of the Client Credit.

Post an Internal Refund

Accounting screen → Internal Refunds tab

1. Select the Client.  The client credits, that can be refunded, are listed.  Enter the adjustment amount.
2. When the 'Apply Refunds' button is clicked, the internal refund will be posted.

Review the A/R History

Client Info screen → Accounting tab → A/R History subtab