Create a customer refund

Create a customer refund from a refundable customer payment, customer deposit, or credit memo. You can start from the source transaction or from the Customer refunds list.

Before you begin

Create the customer. You also need an accepted customer payment, customer deposit, or credit memo with an amount available to refund and an appropriate refund payment method.

To create a customer refund from the Customer refunds list

1. Open Menu > Receivables > Customer refunds.
2. Select Create customer refund.
3. Select the Customer.
4. Enter the transaction date and, if needed, a memo.
5. Select the Offline payment method and enter the Payment reference, if required.
6. In Transactions to apply, select Select transactions.
7. Select the eligible payments, deposits, or credit memos and enter the Amount applied for each transaction. The combined applied amount determines how much of the available customer funds the refund returns.
8. Review the refund total and selected source transactions.
9. Select Submit.

If online refund processing is rejected, you can choose whether to save the rejected refund for review.