How to Refund a Customer Invoice - Account Customer/Invoice

How to Refund a Customer Invoice - Account Customer/Invoice

To process a refund for a customer you first need to credit the item/s that are to be refunded.

1. Create a credit invoice for the customer to be refunded, click on the '+' icon at the top of the page and then select Create New - Customer Invoice;

2. Search for the customer to be refunded and add them to the invoice, add the details of the vehicle if applicable.  Change the Invoice Type to Credit and ensure that the Account Type is set to CASH, enter the item that needs to be credited and refunded;

3. Process the Credit Invoice, click on the blue Process button at the bottom of the page;

4. After clicking Process, notice that the invoice has been refunded: