How to refund a job when a progress claim has been made and paid.

When a job is active and stages of that job have been claimed, there may be an instance when this job may be made Not Proceeding and claims that have been made and then paid by the client need to be refunded.

The process for this is as follows.

1. Click Accounting, then make a draw.

2. Selecting the Make a Claim tab

3. Create a negative draw claim for the same amount as the original invoice that you want to refund.

4. Select Process