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
