How to refund customer credit to cash

Customer credit can be refunded to cash (or any valid payment type) through the use of a standard refund sale. The steps below should be followed when a customer has credit on their account that you wish to remove and provide back to them as a cash payment.

1. Create a new sale via Sales > New Sale for the customer who holds the existing customer credit.

2. Add a non stock item onto the sale called 'Refund of customer credit'

3. Price the non stock item to the same value of the customer credit that is to be refunded back as cash.

4. Using the Customer credit payment type, apply a payment to the sale for the same value as the non stock item.

5. Click Refund Sale

6. From the refund screen apply a refund payment matching the customer credit amount.

7. Select the payment type that is being refunded to the customer. e.g. Cash.