> For the complete documentation index, see [llms.txt](https://docs.crewcost.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.crewcost.com/documentation/accounting-transactions/refund.md).

# 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.

<figure><img src="/files/WorbT4CViaAZury2zdjs" alt=""><figcaption></figcaption></figure>

### 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.

<figure><img src="/files/uzk47Yl8DycHpQ0BJEm8" alt=""><figcaption></figcaption></figure>

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:&#x20;

* [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.