Customer Refunds
Sales > 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.
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