How to Refund an APX Transaction in OfficeTools by CARET

Select Billing > Payments to open the Payments Check Show Applied Payments to see payments that have been applied to an invoice. Double-click the payment to refund.
The Payment Management window opens. Click Refund Payment.
Click Yes to continue.
Notification that the refund was successful appears. Click OK to close the window.
Select if you want to update the PDF of this invoice on the portal, if applicable.
A note about the refund is automatically added to the payment. Click Save & Close.