You can use this function to request a refund for an account with a credit balance, if:
- the account balance is greater than 50 cents
- the request is greater than 50 cents
- the client doesn't have overdue activity statements
- financial institution details are present and correct.
To request a refund:
- select a client
- select Accounts and payments then Refund request
- complete the mandatory fields
- select Next to review the details entered
- select the declaration then Submit
- select Print friendly version to print or save a copy
- you can view the request in the sent items in Practice mail.