How to create a refund where a fee needs to be refunded to a client

Applies to: ConnectWise Manage, Datto Autotask PSA and QuickBooks Online

There are two possible reasons why the surcharge fee / online processing fee needs to be refunded to your clients:

You created an invoice and accidentally charged a surcharge (online processing fee)
Your customer is refusing to pay the surcharge (online processing fee)

Here's how to do it:

Log into Payrix and refund the surcharge amount (or manually process an EFT payment)
Log into QuickBooks Online and create a Credit Note
Apply the credit Note to the Wise-Pay Clearing Account, so that the refund balances the account.

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