You set up a refund in DoubleAgent in exactly the same way as a Payment. The only difference is you cannot split a refund between two categories.
We always recommend doing a dry run (by clicking the Dry Run button) to see whether your rule does what you want.
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First we need to connect your FreeAgent account.
When you click the button, DoubleAgent will send you to FreeAgent.
FreeAgent will ask you to log in and whether to allow DoubleAgent to access your account.
You need to have access to the tax, accounting & users level in FreeAgent. If you are your FreeAgent account owner, you are all set.
If your change your mind later, you can disconnect DoubleAgent like this:
On FreeAgent's Connections → Approved Applications page, click the Revoke Access button for DoubleAgent.
Any questions? Please email us at hello@doubleagent.io :)
Now, please agree to the legal docs and then you can begin!
