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.  

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Nancy Duhon, Esq.

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Duhon Technology Solutions, LLC

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Thanks, Nancy.  Your answer does make sense to me.  The only thing that confuses me is that there doesn't seem to be a way to choose which "type" of credit it is (fees, costs or interest).  Hmmm...  It seems like I've done it before.  Maybe after I run the bill?  (Thinking out loud.)

(And I am fine, just really busy.  Thanks for asking!)

-laurie

Thanks, Nancy.  Your answer does make sense to me.  The only thing that confuses me is that there doesn't seem to be a way to choose which "type" of credit it is (fees, costs or interest).  Hmmm...  It seems like I've done it before.  Maybe after I run the bill?  (Thinking out loud.)

(And I am fine, just really busy.  Thanks for asking!)

-laurie