Refunds
Refunds are processed on the customer details screen. To access the CUSTOMER DETAILS screen: Go to the SALES menu → CUSTOMERS screen → CUSTOMER DETAILS
PRE-REQUISITE: In order for a refund to be issued there must be an un-allocated account level credit on the customer account.
Enter the Customer Details page.
Click Credits for the customer to which you want to add a refund.
Find the credit you want to refund to the customer, click Refund.
Enter the Refund Date, Method, Cheque Number (if applicable) and any Comments to keep with the refund.
Once completed, click Save.
Once saved the refunded amount on the credit will display the amount that was refunded.
Cancelling Refunds
Click Credits on the customer details screen for the customer for which you want to cancel a refund.
Locate the credit that was refunded you'd like to cancel and click the X beside the refund amount.
Click on Yes to confirm that you want to cancel the refund.
The refund will then be cancelled and returned to an account level credit.
Note: If there are invoices with unpaid balances on the customer account when a refund is cancelled the credit will automatically apply to these invoices.
