Refunding a customer

If a customer requires a refund because they have either overpaid, paid twice or have money owing to them on their customer account.
You would insert a customer payment manually against the card itself with a negative value in front of the Value.
Then you would ensure that you physically give the customer the refund either by logging into your bank account and electronically transferring if you have their bank details or by eftpos or cash.

1. In the navigation panel, click Relationships>Cards.

2. Find the Card and Highlight it

3. Right Click on the Card and highlight New>Customer Payment 
   or 

4. Dropdown 'New'>Customer Payment from the top ribbon

5. The Customer Payment window displays.

6. Enter header details for the payment:
   
   

   • Enter the date of the refund to be refunded with a MINUS sign in front of the payment

   • Enter a description to best describe the payment refunded

   • Select the correct tender method. This is very important as it affects bank reconciliations.

   • Enter a reference for the payment
     
     

7. When you have finished, you have two options. 

   1. Click Finalise to finalise the payment without allocating it.

   2. Click Finalise and Allocate to finalise the payment and allocate it against the open items in the list.

8. Then ensure that you actually get the money to the customer either via a electronic transfer from within your bank account or eftpos or cash.