The below video links are for ProCloud users ONLY. For previous versions, see the article here.
Select the link below for the Client Refund type you wish to process.
- Refund a Retainer (write refund check to client)
- Refund a Deposit received on a Proposal/Item (credit the client's credit card)
- Refund an Item Invoiced (keep amount on account for future use)
To review the written steps, please see the ProCloud Help section here.