# 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](/documentation/accounting-configuration/recurring-transactions.md): Automate journal entries and expenses that repeat on a defined schedule.
* [Create an Invoice](/documentation/daily-workflows/accounts-receivable/create-an-invoice.md): Bill customers accurately, track outstanding amounts, and maintain organized financial records.
---
# Agent Instructions: Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.
Perform an HTTP GET request on the current page URL with the `ask` query parameter:
```
GET https://docs.crewcost.com/documentation/accounting-transactions/refund.md?ask=
```
The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.
Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.