7. Create credit notes and customer refunds
Creating a customer refund is processed through credit notes in the cost accounting software. To access credit notes, go to cost accounting, then the left sales menu and select credit notes.
- Select Customer
- Select Product and Quantity
Search for the customer by name or code and click “Search Now” to execute
Once the customer is identified, you will then search for the product to be refunded and add the quantity to refund the click “Process Entries”
Add additional products to the refund using the part code and quantity at the bottom of the form and click “process entries” to add them to the refund form.
- Choose whether the product should be the return to the store or written off
- Select the Location where the inventory should be returned or written off
- Add notes
Always click Update before clicking Process Credit Note