Issuing a Refund

Introduction

This article shows you how to provide customers with a refund. Many types of refund are possible. These include cash, cheque, and credit card refunds.

Creating a refund is a two-step process:

• create a credit note
• create a refund record

Issuing a refund is different from providing a customer with a credit. For more information about crediting a customer’s balance owing, see:

• Creating a Credit

1 Opening the Job Card page

The first step is to locate a job card.

1. Scroll up to the top of the page and locate the main menu bar.
2. Click Accounts. A drop-down menu displays.
3. Click Jobs. The Jobs page displays.
4. Locate the job card you want to edit by recording a payment.
5. Click View. The Job Card page displays.

2 Opening the Credit Notes panel

The next step is to open the Credit Notes panel.

1. On the Job Card page, scroll down to Credit Notes.
2. Click the +Credit Note button.

3. The Credit Note panel displays.

3 Creating a credit note

1. With the Credit Note panel open, enter an amount.
2. The current date displays in the date box. To change the payment date, click the date box. A calendar displays.
3. Click the date you want to record for the payment. The calendar closes and the new date displays in the date box.
4. Enter a description of the refund in the box.

4. Click Save. A new panel displays. It shows the current invoice and outstanding balance. At this stage, it does not show any adjustments.

4 Issuing a refund

The next step is to issue a refund.

1. With the new Credit Note panel open, click the +Cash Refund button. A refund panel displays.

2. In the refund panel, enter a Reference number.
3. Click the date box. The calendar displays. Select a refund date.
4. Click the Type box. A drop-down menu displays. Select the type of refund.
5. Enter a figure in the Refund Amount box.
6. Click Save. The panel closes and the Job Card displays.

5 Confirming the refund record

After creating a refund, go to the Job Card board to confirm a record has been created.

1. Scroll down to the Credit Notes box.
2. Locate the credit record you created above. The record shows the correct refund amount.
3. Scroll down to the Refunds box. The record shows the correct refund amount and type.