- 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.