Create a Refund

1. Open the Supplier or Customer account that you wish to record the refund against and click on the financial tab.
2. Click ‘Make Refund’ or ‘Receive Refund’.
3. Enter the Date of the refund.
4. Enter the Date that the refund cleared (in case of cheque).
5. Select the Payment Type, add any reference numbers as required
6. Select from your list of nominal accounts flagged as ‘bank’
7. Enter any bank charges if required.
8. Select the credit note number that the receipt will be allocated to and the amount that has been refunded.
9. Click ‘Save Changes’.

Edit a Refund

1. Open the Supplier or Customer account that you wish to edit a refund against and click on the financial tab.
2. Click on the refund's ‘Ref’ number you wish to edit.
3. Edit your fields as required and click ‘Save Changes’.

Delete a Refund

1. Open the Supplier or Customer account that you wish to delete a refund against and click on the financial tab.
2. Click on the refund's ‘Ref’ number you wish to delete.
3. Click ‘Delete Payment’.

Print a Refund Advice

1. Open the Customer account that you wish to print a refund advice for and click on the financial tab.
2. Click on 'View', on the correspondent row of the Refund.
3. The refund advice will open in a new tab. Use the print function within or press CTRL+P.

Email a Refund Advice

When choosing to email a refund advice the document is attached as a PDF to a pre-defined email template. To configure this template please see our templates in the System Emails section.

Before emailing a refund advice please ensure at least one contact is present within the account that you are emailing and that they have a valid email address.

1. Open the Customer account that you wish to print a payment/remittance for and click on the financial tab.
2. Click on the payment ‘Ref’ number - this will take you to the Send Sales Refund email page
3. Select the contact you wish to send the refund advice to.
4. If required edit the template before sending.
5. Click ‘Send Email’.