Processing a return on a client's account will create a credit that can be refunded or left on the account. If a return was processed incorrectly, you will want to follow these steps to correct the return.
1. On the client's page under account balance select Process Refund.
Note: If there are other unpaid invoices on the client's page, you will see the option to Make Payment instead.
2. Process a refund for the client using the same payment type as the original payment. You will notice that the amount field will populate for you and shows a negative (-) amount. Select process payment.
Note: If you selected the Make Payment button, you will want to make sure to add the negative sign (-) in front of the amount.
3. Once the payment is processed, go back to the payment history and select edit receipt on the new transaction to change the deposit date. The deposit date should be the same as the original transaction date.
By following the above steps you will have removed the customer credit and cancelled out the return. You can rerun your sales report for that day to view these transactions and store the updated run. The sales report will show that you took in money, and refunded it back to the client.