To Process a refund as customer credit, the sale must have a customer assigned to it. Once a customer is linked to the sale, you can proceed with refunding the amount as credit to their account.
To refund a customer credit, follow the steps below:
- Navigate to Sales > Find Sale and view the sale you wish to refund.
- Click on Refund Sale at the bottom of the sales screen. This will create a Refund sale.
- Select the item or items you wish to refund.
Note: By defaults all items are highlighted blue and this indicates each item highlighted on the sale will be refunded. If all items are not being refunded, just ensure the items highlighted are the ones being returned. You can click on an item to highlight and un-highlight. - Click on the 'payment type field'.
- Select the refund payment type as 'Customer Credit'. Enter in the amount to be refunded and click Add and the click 'Finish Sale'.
