---
title: "Refund Surplus"
slug: "surplus-refund"
tags: ["Refund a Credit"]
updated: 2026-06-08T21:50:10Z
published: 2026-06-08T21:50:10Z
canonical: "help.cenpoint.com/surplus-refund"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.cenpoint.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Refund Surplus

Find your customer by going to Customer → click the ellipsis → Modify

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/ModifyCust.png)

Go to Aging / Surplus Acct and click the ellipsis next to the Surplus account.

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/AgingAccount.png)

On the Surplus account history Click ‘Add’ then click ‘Create Refund’

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/CreditRefund.png)

Fill out the information to do the refund

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/image-M8LQDTOW.png)

The refund will show on the Surplus Account History for the customer. To get to the Surplus Account History click on the ellipsis next to surplus account on the customer screen.

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/image-FZJR7XYY.png)

## Related

- [Surplus Payment (Apply a Credit)](/surplus-payments.md)
- [Putting money in a Surplus account](/putting-money-in-a-surplus-account.md)