Overview

The system allows to refund Open Credits to customers. Users can either refund Customer Credits or overpayments.This transaction must be done from the Receive Payment screen.

Instructions

What Does Happen if a Refund is Cancelled?

If a refund is canceled from the Payment History screen, the Open Credits will return to the customer as a credit balance.

How to Identify Refunds

1) From the Payment History

A refund will be identified on the system as a negative Payment. From the Payment History screen, a refund transaction will have an R next to the control #.

2) In Reports

Reports generated from the Payment History & Editing Payments screens (Payment History and Payment Details) will easily identify refunds since the values Applied amount and Payment Total will be negative.