GET STARTED FOR FREE

Creating a Purchase Refund

To create a purchase refund

Select “Purchases” from the navigation menu.
Select “Purchase Refunds”.
Click the button “Purchase Refund”.
- Note that this allows you to create a new purchase refund where you can add items to be refunded without the basis of an invoice.
  - To refund an already existing purchase invoice, please refer to the tutorial “Refunding a Purchase Invoice”.
Select the “ Purchase Invoice Layout” using the drop-down menu.
- To customize Purchase invoice layouts, please refer to the tutorial “Creating Purchase Invoice Layouts“.
Select the “Supplier” to be issued the refund purchase invoice using the drop-down menu.
- Click the button “New” to add a new supplier on-screen.
  - For more information on adding Suppliers, please refer to the tutorial “Adding a new Supplier“.
Click the “Currency” abbreviation next to the button “New” to edit the invoice currency using the drop-down menu.
Input the refund information
- “Refund Number”: an automatic, unique purchase invoice refund number/ ID.
- “Refund Date”: the purchase refund creation date; set by default as the current date.
- + : Click the “+” sign to add an extra Custom Field to the refund invoice.
  - Input the custom field label.
  - Input the field’s value.
Input the refund purchase invoice item details
- Item: Input the invoice item to be refunded or search products or services using the drop-down.
  - For more information on adding products or services to the inventory database, please refer to the tutorial “Adding a product“.
- Description: Add a description to the item or find it filled automatically in case the item has been previously registered.
- Unit Price: Input the item purchase price per unit or find it filled automatically according to the item’s buy price previously registered.
- Quantity: Input the item quantity you wish to be refunded.
- Tax: Select the tax using the drop-down menu.
  - Click “Tax Settings” in the drop-down menu list to add a new tax using a pop-up window.
    - For more information on adding taxes, please refer to the tutorial “Adding Taxes“.
Input the discount or shipping details as required following the tutorials “Managing P.I. Discounts & Deposits” and “Managing P.I. Shipping Details”.
Attach documents to the Purchase Refund as required by clicking the tab “Attach Documents”.
- Upload a new document by browsing your device or drag and drop the file to attach it, or attach a previously uploaded document using the drop-down menu.
Add additional “Notes/ Terms” as needed.
Tick the checkbox “The total amount of the returned items has been refunded from supplier” in case you have received the refunded invoice amount.
- Payment Method: Select the invoice payment method using the drop-down menu.
  - To edit the activated payment gateways, please refer to the tutorial “Managing Payment Options“.
  - To add a new payment gateway, please refer to the tutorial “Adding a Payment Gateway“.
- Reference No.: Add the payment reference number.
- Treasury: Select the treasury where the payment has been received using the drop-down menu.
  - Note that the “Treasury” field is only available if you have more than one treasury registered on the system.
Preview and save the refunded purchase invoice as needed.
- Save as Draft: Save the purchase invoice refund as a drafted version to be finalized later.
- Save & Email: Save the purchase invoice refund and send it to the supplier.
- Save & Print: Select to save the purchase invoice refund and print it.

Creating a Purchase Refund

To create a purchase refund

Tags