Refunding a product sale

This guide will show you how to refund a product sale (e.g. a package of prepaid driving lesson vouchers, a physical book etc). First you will delete the sale, and then create the refund.

It's important to note that this is a 2-step process so the financials are kept accurate:

1. Cancel the sale: the sale amount will be credited to the client's Account Balance
2. Create the refund: using the amount that was just added to the client's Account Balance

This article will outline both of these processes.

Delete the product sale

Steps

1. Navigate to the relevant Product sale
2. Click Delete Product Sale
   1. If it's for a prepaid voucher product type, this will also remove any associated prepaid vouchers
   2. If the prepaid vouchers have been transferred or redeemed to the client's Account Balance, ensure their final balance is correct because once the sale is deleted then it will also be added to the client's Account Balance.

Create the sale refund

Steps

1. Ensure you still have the sale in focus from the previous step where you cancelled the sale
2. Select New in the top menu and then select Refund 

   
    

3. Enter Refund Description
4. Enter Refund Value in the appropriate field (Cash, Credit or Other)
   1. If you enter a value into the Credit field, it will automatically add the transaction ID details, and allow you to choose if you wish to refund the surcharge
5. Choose whether to deduct from the client's Account balance (if you cancelled the sale previously this amount should be on the client's Account Balance ready to be refunded)
6. Click Refund

8. Select Email Refund from the side menu to notify the Client