Where in the guide does it talk about how to give refunds?

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I found a thread on here from 3/20/2020 about how to give refunds on the app, but it says that the information in the guide about refunds is incorrect and will be changed. I have opened the web page for the guide and CTRL + F to see if I could find the word refund on the page, and it was not there.

I am not dealing with inventory as I have a service business, and most of those old threads from 5 years ago were mainly about how inventory was not doing refunds correctly. I just want to refund a customer part of the invoiced amount.

Oh I tried the chat bot with: Where in the guide can I find how to process a refund? The answer it gave me: I’m sorry, but I don’t have specific information about where to process a refund in the app. You might want to check the app’s help section or settings for guidance on refunds. So I just typed in process refunds and it gave the same answer. (needs more training)

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Hi @etcwebdesigns,

This depends on your definition of refund. Some software consider a Credit Note to be a refund. If this is what you’re after, then you can View your Sales Invoice > Copy To > New Credit Note.

If, on the other hand, you want to process the Payment back to your Customer, you will have to do that manually by creating a new payment and filling in the lines with relevant details.

I think this is a weakness of Manager since you can’t do any of the following with a single click:

  1. Copy a Sales Invoice to a Payment for direct refund
  2. Copy a Credit Note to a Payment for a two step refund process
  3. Copy a negative balance of a Customer to a Payment either from a tab or a report for a periodic full settlment.

This area could benefit from improvements.

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Thank you! I needed the 1st one since it was just an accounting entry needed.

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Glad you found my post helpful.

However, I’m still going to make an idea for exactly this topic

5

Good afternoon. I want to hop on this thread. I am in e-commerce and have several situations where I need to refund customers (this is just from an bookkeeping standpoint since actual payments are handled outside of it). These involve inventory. Can you confirm this is the way to handle the scenarios?

  1. Customer returns items. I need to book the refund and increase inventory. So I can create a payment to the customer for these items on each line. This increases inventory and books a payment back to the customer.
  2. Customer reports item shipment is lost. Proceed to book the refund and increase inventory as scenario 1. Then create a “Lost customer” with a sales receipt for these items with zero as the income..
  3. Exchange - I assume I could do a return as scenario 1 and a new sale for the same amount with exchanged item.

I am just trying to confirm my thinking is correct.

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  1. Use Inventory Write-Off, book it to an account like “Lost in transit” instead of creating a Sales Invoice.
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