How do I Do a Refund in Invoicing & Customer Orders?

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Summary

The following article explains how to deal with a refund in Invoicing & Customer Orders.

More Information

Go into " Stock Control Invoicing & Customer Orders".

  • At "Customer", enter or search for the customer's account code. If you are selling in a shop environment, you might want to leave this as the Default Invoice Account.
This is the customer account for whom the Credit Note will be printed and to whom the refund, if applicable, will be allocated.
  • From the "Stock Code" column, press <F3> to Credit a Previous Sale.
  • Any sales made today to this account will be listed.
    • If the invoice was printed for a different date or customer, press <F9> or click [Advanced] to look for a different customer or date.
    • Enter the date of the original sale (or a range of dates if you are not sure of the exact date).
    • If you know the customer's account code, enter it into the "Account" field.
    • Click [Search].
  • Select the invoice to refund and click [Choose].

The system will pull back the entire invoice for crediting.

  • If you need to amend the items to be credited, click [Cancel] to close the [Document Control] window.
  • If there is more than one item on the invoice, remove any items that the customer is keeping by highlighting that line and clicking [Remove].
  • When you are ready to print the credit and refund the customer, click [Invoice].
  • Click [Document].
  • If this is a cash sale customer, you will see a message that says "You are about to pay a credit note. Continue with payment?". If you intend to refund the customer's money, select 'Yes'. If you are just giving them a credit note, select 'No'.
  • If you have chosen to refund the money, select the relevant refund payment method and click [Post].
  • The document will now print.
Any items credited will go back into stock, so a stock quantity adjustment may be needed if the item is not fit for resale.

See also


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