How do I refund a client for erroneous payment?

The client was billed twice in error and he paid the erroneous invoice. How to refund the client for the second erroneous payment?

Follow these steps to resolve the issue:

1. Delete the second erroneous payment in the Payment screen. Prior to deleting the erroneous payment, note down its details (say pay date, reference number, etc.) if you want to keep a record of it.
2. Now re-enter this payment as a retainer using the ‘Apply as Retainer’ option.
3. For the second invoice, enter a new payment of ‘Credit’ type against it. The payment date can be the same as the invoice date or even today’s date.
4. Next, enter another retainer payment with a negative amount to refund or offset the payment entered in step 2.

Note: If you are syncing BillQuick with QuickBooks or Sage 50 (formerly Peachtree), you need to delete the payment manually there and allow BillQuick to send the new ones.