How Do I View the Refunds I've Processed?
When a refund is processed, a Refund document is created and stored within the client’s record to ensure that you have a complete and accurate financial history for all transactions. You can view the refund documents two ways:
- Go to the Client’s record and click into Finances > Refunds. Select the refund from the list and click the View button that appears in the green banner at the top of the page
![image](https://lh3.googleusercontent.com/qT7rWLbvKDnc_0_g5LOKvk8orSl81qlmKqPEmDGeMxBybcmPg5PfaU4OiG2IzzshiAuEGIuMn-YYaSOvN_-MpKEp4lBNJkAI-G10mGysK6VLItyOps6AfaW9NFnduNEujJRplUre)
- From the Calendar click on a Paid session and select Payment Actions > View Refund
![image](https://lh3.googleusercontent.com/fm31wntjfqkMn3A62U8xPLO54brOIKTL-JIsAzjCTK2nMsVMsWRPtfQUdTE_mFkiw_OMEUYc6otDAnB_ORkrGYcABq169qH72c2_pSQjOSdx-zGfs2cq7SKXbCgX5lH17GtZztp2)
The details of the refund are displayed in the document, including the session with the amount charged, the amount paid, and the amount refunded. In the sidebar there is a clickable reference for the receipt that the refund was processed against. You can click it to view the receipt if you wish.