Enter the date the payment was received (not the date of the invoice).
Select the customer from the drop-menu, or enter a new customer using the customer button to the right of the drop-menu.
If you selected a customer, this field will automatically fill with the customer's account balance. If the payment does not match this number, enter the exact amount paid.
Select how the refund was made.
Enter the reference number. Leave this field blank if you charge by credit card online; the reference number will generate automatically after success. If you do not charge by credit card, entering a reference number is optional, but can help you keep soft references between refunds and invoices.
Click on this button to Record the refund. To select the action (Record and Print) click on the pull down list.