How to Process a Refund from an Invoice

To process a refund, you must initiate the request from the customer's invoice and add a detailed support note.

1. From the customer's account, click Invoice History.

2. Highlight the invoice you wish to refund.

3. Click REFUND.

4. Add details regarding the refund to the support note.

Important Note: If a pop-up appears notifying you that the refund must be processed from your office, it means Cornerstone never received the original funds and cannot return them. In this case, you should manually issue a check to your customer and REMOVE the payment from the invoice.