Prospect Window Refunds Tab

Migration notice: This page was converted from the legacy TO3000 3D CHM. Classification: KEEP. Legacy wording is evidence only — verify against current TO3000 7.1 / qa before treating as authoritative.

The Refunds tab of the Prospect window displays the refund records of the currently selected former or inactive client.

Refunds can not be created, deleted, or edited here. This tab serves only to store previously issued refunds.

prospect refunds

Filter

Use the Status filter drop-down list to display only the Refunds which are still to be linked with a credit note, or only the fully linked ones.

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