Issue Refund from Credit Memo
- From the Actions menu on the Credit Memo, select Issue Refund.
- The Issue Refund window will appear. The essential information (date, refund method, and refund from) must be entered, and there is the option to enter additional information (ref# and memo) if preferred.
- Entering a reference number or memo will help you identify the refund at a later time.
- Select Save & Close to issue the refund. Press Cancel to exit out of the window without saving.
- Once the refund amount has been issued, it will only be visible in the Credit Memo History in the Actions Menu.