Skip to main content

Processing Refunds

Processing Refunds​

Refunds are processed from Sales & Inventory → Sales History.

Initiating a Refund​

  1. Find the sale in Sales History
  2. Click the refund button
  3. Choose refund type:
    • Full Refund: Refund entire sale
    • Partial Refund: Select specific items/quantities

Refund Methods​

  • Cash: Physical cash returned to customer
  • Store Credit: Credit added to customer account
  • Original Method: Refund to original payment method

Accounting Entries​

Refunds automatically create reversing journal entries:

  • Dr. Sales Returns
  • Cr. Cash/Bank/AR
  • Dr. Inventory (restocks items)
  • Cr. Cost of Goods Sold