Refund money to a customer

Transcript

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1. 0:00

   When a customer is owed money, for example after a credit note, you pay it back with a refund. In this short video, we will refund a customer and find the refund in the list.

2. 0:12

   First, sign in with your username and password.

3. 0:27

   Refunds live under Customers, Refund. The Refund List shows every refund you have made, with its receipt number, the customer, the date and the amount.

4. 0:44

   To pay a customer back, open Make Refund. Search for the customer by name, and click them.

5. 0:53

   You now see what this customer is owed. Tick the credit note to refund; the total updates at the bottom. Then choose how to pay. Here we click Refund Through Bank Voucher.

6. 1:04

   The amount, twenty five dinars, is already filled in. Choose how the money goes back, for example cash, and click Save. The refund is recorded, and its details page shows the amount, the credit note it settles, and the accounting entries.

7. 1:27

   Back in the Refund List, our new refund is now listed with the customer and the amount, so you can always find it later.

8. 1:34

   That's it. Choose the customer, tick what they are owed, pick how to pay, and save. Thank you for watching.