# Customer Refunds

See [Customer Refunds ⛭](https://helpwith.salesorder.com/setup/configuration/customer-refund)

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<summary>Media</summary>

<img src="https://2650739216-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnVmamp3TnQON29mRg6Hg%2Fuploads%2FHogRvHRV22vtxZZ4YNGH%2Fimage.png?alt=media&#x26;token=44b80006-6e0c-45bf-ac97-dbd50486cc0e" alt="" data-size="line">[Customer Refunds](https://salesorder.wistia.com/medias/beiap1l2n4)

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<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>