Refunds

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Refunds reverse some or all of a payment. EZ360PM keeps invoice balances, client credit, and journals consistent when a refund is recorded.

Who can issue refunds?
  • Manager+: can create refunds and post accounting entries.
  • Staff: typically view-only.
Refund workflow (recommended)
  1. Open the invoice (or payment) you need to refund.
  2. Click Refund.
  3. Enter the refund amount in dollars (e.g. $50.00).
  4. Save the refund.
  5. Confirm the invoice updates (paid/partial/unpaid) and accounting journals remain balanced.
How accounting is handled
  • Refund posting uses integer-safe proration to allocate between A/R and credit effects (no float drift).
  • Ops-grade invariants checks will warn if refund sums don’t match snapshots.
  • Refunds are tied to a Payment record for traceability.
Important
Always confirm the refund amount does not exceed the refundable remainder of the payment.