Customer refunds
When a customer has credit with you, from a credit note or a payment that was too large, and wants the money back instead of using it, issue a refund.
Open Sales›Refunds, or click Refund in the customer's account summary.
Issue a refund
- Click New and choose the customer. Fiscal shows the available credit for this customer.
- Enter the Refund Date and the Refund Amount. It can't be more than the available credit.
- Choose the cash or bank account the money is Paid From, and add a Note.
- Click Issue Refund.
The customer's credit goes down by the amount refunded, and the money leaves the account you chose.
Cancel a refund
Select it and click Cancel Refund. The credit becomes available to the customer again.
Can't find what you need? Write to info@exlervision.com or chat with us on WhatsApp.