What this screen is for
Money paid back to a customer. Each refund receipt records the customer, the date and the amount, and carries a status of draft, completed or voided — so a refund that was prepared but never paid can be told apart from one that has actually left your account.
When to use it
Raise one when you return funds: an overpayment, a cancelled order, or a deposit that will not now be used. Recording it here keeps the customer's account honest. Without it, the credit stays sitting against them and will eventually be applied to an invoice that they are, in fact, expected to pay.
What you see on this screen
Two figures sit above the list: Total Refunded, the value of refunds in view, and Refund Count, how many there are.
- Refund # — the refund reference; click it to open the refund and see what it was paid against.
- Customer — who the money went back to.
- Date — the refund date.
- Amount — the sum returned.
- Status — see below.
- Actions — delete the refund, with a confirmation naming the refund number before anything is removed.
Filters and actions
Show Filters opens Customer, Status (All, Draft, Completed, Voided) and From Date, with a Reset button. New Refund, in the header, opens the form for recording money going back to a customer.
Status values
- Draft — the refund has been prepared but the money has not left your account. Nothing has actually been returned to the customer yet.
- Completed — the refund has been paid.
- Voided — the refund was cancelled and no money moved. The record is kept so the decision is visible rather than simply absent.
A refund left in Draft is the one to watch: the customer is still waiting, and your own balances still show money you intend to give back.
Related
- Customer Deposits
- Receipt
- Customer Outstanding