Refund

A refund in CrewCost allows you to return a payment previously received from a customer. Use this feature when a customer overpaid, a job was cancelled after payment, or a correction is required on a prior transaction.

Access the Refund Form and Fill in the Details

To open a new refund and complete the required fields before adding payments, follow the steps below.

1. Click + New in the top-right corner of the dashboard.

2. Under the Customer column in the dropdown menu, click Refund.

3. Click the Customer field and select the appropriate customer from the list (e.g., Facebook, SolarWinds, Tesla).

4. Update the Transaction date field (defaults to the current date).

5. Update the Posting period field (defaults to the current month).

6. Update the No. field, which assigns a sequential number to the refund.

Add a Payment and Complete the Refund

After selecting a customer, add the payment to be refunded. Once the payment has been added and the refund amount is reflected correctly, finalize the record.

1. Click either the Payment button or the + Payment button to open the Payments modal for the selected customer.

2. Check the checkbox next to the payment you want to refund.

3. Click Add to attach the selected payment to the refund.

4. Review the Refund Amount displayed in the top-right of the form to confirm it matches the expected value.

5. Optionally, enter any relevant information in the Notes field under Additional Details.

6. Optionally, attach supporting files by clicking or dragging into the upload area (accepted formats: png, jpg, jpeg, pdf; maximum size: 10 MB per file; maximum attachments: 10).

7. Click the final save or submit button to record the refund.

Once all required fields are filled and the refund is confirmed, you will be automatically redirected to the main Dashboard, and a message will pop up at the top of the page confirming the value to be refunded to the customer.

See Also

Keep exploring our platform by taking the next step:

• Recurring Transactions: Automate journal entries and expenses that repeat on a defined schedule.

• Create an Invoice: Bill customers accurately, track outstanding amounts, and maintain organized financial records.