Refunding a customer and documenting that in their file

We don’t use the e-commerce of Infusionsoft, but we still track sales - sometimes we have refunds for customers what is the best way to show this in their file so that the total sales are accurate?

Hi Eddie,

How are you tracking sales in Infusionsoft. Are you creating orders and marking manual payments in the records? If this is the case, you can also mark manual refund recordings to orders.

Yes we are using manual payments in their records. So when you say we can do a manual refund to their records, do I create another “new order” and mark it as a refund or negative sale? I tried the Refund Payment but it doesn’t adjust the total sale amount in the account.