# Customer Refunds

See [Customer Refunds ⛭](/setup/configuration/customer-refund.md)

<details>

<summary>Media</summary>

<img src="/files/J287xL4U1ozzJwqiLpzE" alt="" data-size="line">[Customer Refunds](https://salesorder.wistia.com/medias/beiap1l2n4)

</details>

<mark style="color:orange;">Sales > Customer Refunds</mark>

#### 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.<br>


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://helpwith.salesorder.com/sales/customer-refunds.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.