Refund a customer

To refund a customer through Key CashFlow℠, add them as a vendor in your account and send them a payables payment.

  • Note: When adding a new vendor in Key CashFlow, the new vendor's name can't be the same as the existing customer's name. You'll want to change the name to something unique. For example, if the customer's name is ACME, you could make the vendor name ACME - V.

See our Manage vendors article for instructions on how to set them up as a vendor.

Resources