Issue a refund

Refund a customer after the returned value has been recorded as an available credit memo. Open Menu, and then select Receivables > Customer refunds.

Before you begin

Create the return authorization, receive returned inventory when applicable, and create a credit memo with an amount available to refund. You also need an appropriate refund payment method.

To issue a refund

1. Open Menu, and then select Receivables > Customer refunds.
2. Select Create customer refund.
3. Select the customer.
4. Enter the transaction date, memo, offline payment method, and payment reference when required.
5. Under Transactions to apply, select Select transactions.
6. Select the eligible credit memo and enter the amount to apply.
7. Review the refund total, and then select Submit.

QuickStart creates a customer refund with a unique CRFND number.