Payment Showing as Refund

Problem

Your technician takes a payment on an invoice but the payment is showing up as a refund.

Solution

This may occur due to the payment type being incorrectly selected as Refund when taking payment. To address this:

1. Check your payment gateway to see if the transaction shows up there.

2. If the credit card was processed but not yet refunded, you can change the payment type from refund to the correct payment type such as Check or Credit Card.

3. Search for and go to the invoice record.

4. On the invoice record, click on the Edit icon next to the payment.

5. On the Collect and Apply Payment screen that opens, select the Payment Type from the dropdown.

6. When finished, click Save.