Sales return payments

Every refund paid on sales returns, with a quick way to record a refund against a return that still has a balance.

Steps

  1. Search by document, customer or reference, pick a date range and filter by Method.
  2. Click a row to open its sales return.
  3. Click “Record payment”, choose the return, check Amount, Method, Date and Reference, then “Save payment”.
  4. Use Export for a PDF report or CSV.

Tips

  • With “Custom payment account” on in Settings, a cash or bank payment can go to any account you pick (search, filter by type, or open a new one) instead of Cash or Bank. Leave it on the default to keep using Cash or Bank.
  • Only returns with a balance can be chosen, and the refund cannot exceed that balance.
  • “Undo” in the notification removes the refund you just recorded.
  • Edit refund rows from the return’s “Refund payments” section.

In the app, press F1 or ? on this screen to open this guide next to your work.

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