video1.0<iframe src="https://www.loom.com/embed/78304a6de3bb446e973a31922ff47846" frameborder="0" width="1894" height="1420" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14201894Loomhttps://www.loom.com14201894https://cdn.loom.com/sessions/thumbnails/78304a6de3bb446e973a31922ff47846-65e55beb3e0794a0.gif247.616667In this Loom, I walk you through how to refund or credit a client after a full payment and once the item is completely invoiced. From the left menu under Accounting, I show you to go to Returns and Credits, select the project, keep item deposit or invoice checked, choose the refund type, and set the posting date and fiscal month. I recommend deleting credit memo and using a specific description like refund for wall covering. Then I select the item(s), adjust the refund amount if needed, and click Save. The refund posts successfully and you can view the credit memo PDF and apply it to future invoices.