This document is a step-by-step guide to demonstrate how to refund a payment in Docket. If you still have questions or need additional support, please contact us via live chat at https://www.yourdocket.com/
2 Ways to Complete A Refund #
Through Invoices #
Step 1: Open up your Docket account and click Invoices
Step 2: Search and find the invoice that needs refunded
Step 3: Scroll the invoice to find Payments & Refunds and select Edit
Step 4: Click Actions
Step 5: Select Refund Cash Payment (Full or Partial)
Step 6: Leave the full amount to apply a Full Refund or edit the number and click Ok
Through Clients #
Step 1: Open up your Docket account and click Clients
Step 2: Find the client you wish to refund and click Actions
Step 3: Select Refund Cash Payment (Full or Partial)
Step 4: Leave the full amount to apply a Full Refund or edit the number and click Ok
Video: Refunding a Payment in Docket #
Thank you for taking the time to learn how to refund a payment in Docket! We value your time and appreciate you taking a moment to review the steps with us. We know there is a lot to learn so we hope these documents provide you with an peace of mind and a user-friendly way to train your employees and freshen up on the processes. If you come across a better way to complete these tasks, we are always open for feedback!