Sales
To refund a Purchase Invoice
- Select “Purchases” from the navigation menu.
- Select “Manage Purchase Invoices”.
- Click the Purchase Invoice you wish to refund.
- Click the button “Create Purchase Refund”.
- Edit as needed in case you wish to refund the purchase invoice partially by removing the items that will not be refunded or adjusting the prices and refund amount as needed.
- Edit the discount or shipping details as required following the tutorials “Managing P.I. Discounts & Deposits” and “Managing P.I. Shipping Details”.
- 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.
- Payment Method: Select the invoice payment method using the drop-down menu.
- 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.
- The invoice status will automatically change to “Refunded“ or “Partially Refunded” based on your refunded items.