Adding a payment to a Refund Receipt

  1. Click “Sales” from the main menu.
  2. Click on “Refund Receipts”.
  3. Click on the required refund receipt that you wish to return its value to your client.
  4. Click on the “Add Payment” button at the top of the refund invoice display window.
  5. Enter the required details:
    • Payment Method: Select the payment method to refund the amount to the client.
      • Note: Payment methods can be modified through account settings. For more details, refer to the [‘Payment Options“] guide.
    • Amount: Add the value of the amount to be refunded to the client.
      • Note: The system automatically fills the ‘Amount’ field with the due value on the invoice itself, with the ability to modify it.
    • Date: Set the payment transaction date.
    • Payment Status: Choose one of the payment status options.
    • Collected By: Specify the user responsible for the collection.
    • Ref No: An identification number accompanying payment documents (such as checks).
    • Payment Details: Any additional information related to the client’s payment method.
    • Receipt Notes: Add notes about the payment transaction.
    • Attachment: Ability to attach an image of a document related to the payment transaction.
    • Treasury: Specify the treasury or bank account from which the amount will be disbursed to the client.
  6. Click on the ‘Add Payment’ button at the top of the page.