Issue a Refund for a Credit

Does your client have a credit on their account at discharge? Issue the refund and track it in PracticeQ.

1. Click Lists → Clients and open the client's profile.
2. Select the Invoices tab.
3. Confirm that the client has Credit Balance.

   

4. Refund the client by issuing a check or an EFT payment.
5. Once the client has been refunded, click the Credit Balance link.
6. In the Credit Balance window, enter the amount refunded as a negative amount.

   

7. Click Add.
8. Click Close.
9. The Credit Balance amount will no longer reflect a credit.