If I could go to client invoices that are awaiting payment, filter by name and select multiple overpayments that need to be refunded to one client, and then select "Refund" that would be super. Currently it is a time consuming process to refund multiple overpayments especially when each refund takes you out of that customers transactions and you have to repeatedly search for their overpayments to refund. Background for this senario... elderley client is no longer using product/service but is unable to cancel weekly AP due to health and/or they do not use online banking.
Nikki Valintine
supported this idea
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If I could go to client invoices that are awaiting payment, filter by name and select multiple overpayments that need to be refunded to one client, and then select "Refund" that would be super. Currently it is a time consuming process to refund multiple overpayments especially when each refund takes you out of that customers transactions and you have to repeatedly search for their overpayments to refund. Background for this senario... elderley client is no longer using product/service but is unable to cancel weekly AP due to health and/or they do not use online banking.