Customer Refund - Cancel Sales Order and Give Refund

Customer Refund - Cancel Sales Order and Give Refund

Follow the steps below if a customer makes a payment against a sales or service order, and now wants to cancel the order and has requested a refund:

1. Go to the customer profile.
2. Select [Credit Memos] from the profile menu.
3. Look to see if there is a Customer-Deposit Credit Memo in the amount of the requested refund. It will have a memo number similar to this example: Deposit-Order 26005.
4. If there is a credit memo in the amount of the requested refund simply click on the credit memo to highlight it.
5. Click on the Options button.
6. Select Refund Memo and this will create a refund based on the selected refund payment method and close the credit memo. This will also restore the order back to the original order amount.