Sales
To create a refund receipt
The system allows you to refund a customer part or full payment of their invoice following the below steps
- Select “Sales” from the navigation menu.
- Select “Manage Invoices“.
- Click the invoice you wish to refund.
- Click the button “More Options“.
- Click “Create Refund Receipt” from the drop-down menu.
- A refund receipt is automatically created with the same selected invoice details.
- Edit as needed in case you wish to refund the invoice partially by removing the items that will not be refunded or adjusting the prices and refund amount as needed.
- Preview and save the refund receipt as needed.
- Save as Draft: Save the refund receipt as a drafted version to be finalized later.
- Save & Don’t Print: Save the refund receipt without printing it out.
- Save & Print: Save the refund receipt and print it out.
- The invoice status will automatically change to “Refunded“.