Customer Refunds

See Customer Refunds ⛭

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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.