This guide is being written. The topics below show what it will cover.
Planned topics
- Check refund eligibility, including payment-plan entries and amounts already refunded, before choosing a refund route.
- Choose the payment, check its remaining refundable amount, and enter a reason.
- Distinguish an integrated card refund, which returns funds, from recording a refund for money handled outside MountMonitor.
- Explain full and partial refunds, refund history, and the effect on the balance and processing-fee line.
- Explain special handling for a portion of a split payment and currency conversion when shown.
- Review connected QuickBooks results and any separate sync warning.