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.