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

2

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.