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Working with Customer Refunds

When to Refund a Cash Sale

A Customer Refund document is directly related to a sales activity.

If a customer returns an Item, the Customer Refund document records the following:

  • The return of the Item(s).
  • The corresponding amount paid back to the customer.
  • The method used to pay (Cash, Check, Card etc).
  • The source account you paid the money from.

If the above is related to a Cash sale, the cash sale document would be used to create the Sales Refund document.

When to Refund a Credit

This is when you wish to convert an outstanding Customer Credit note or credit balance to cash. Examples can include: when either the Customer has overpaid you or a previous credit has been applied to a Customer’s account and they wish to receive that credit as cash.

Prerequisites


Entering Line Items
Working with Transactional Documents
Working with Items

How to create a new Customer Refund

See Creating new Transactions and Entering Line Items for the basic information.

A Customer Refund can be created directly from a Cash Sale or a Customer Credit Note. See Creating related Documents.

Also Read About


Configuring Transactional Documents
Entering Billing/Shipping addresses
Creating related Documents
Entering Payment Details
Working with Payments from Customers (Money In)
Printing Documents
Working with Emails
Transaction Audit Trail
Working with Sales Opportunities
Working with Jobs
Working with Memos
Working with Classifications