There are only two reasons why you pay an actual cash refund:


Customer:

  1. overpaid their account
  2. returned good which they have paid for



How to Pay a Refund


  1. Go to the customer's account
  2. Notice that they are in Credit (See bottom right above 'Exit'. If they are not in credit then something is not correct for the processing of a refund. See below



  3. Select 'Pay a Refund'
  4. You will be asked if you are actually going to pay a cash refund. If true select 'Yes'
  5. The 'Issuing a Refund' dialog will prompt you with information. Select 'OK'

  6. Complete the 'Pay a Refund' dialog

  7. Pass the refund monies to your customer
  8. Select 'Allocate' to allocate the refund




Customer not showing as In Credit


If the customer is not showing as being in credit, it will be because:

  1. A credit Note has not been created for them. Create one
  2. Their overpayment has been allocated to another invoice (See History)