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Create or Edit a Sales Refund | Zayls

by Zayls
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Knowledge Base Sales | Create or Edit a Sales Refund

Create or Edit a Sales Refunds

Create a Sales Refund

There are several ways to create a sales refund:

  • Create a sales refund inside the sales return show page
  • Create a sales refund inside the sales refund overview

Create a sales refund inside the sales return show page:

1. Click a Sales Return.

2. In the Sales Refund pane, click Add.

3. In the New Sales Refund Window, the Customer, Date Refunded, Sales Return # and the Remaining Balance are already filled by default. Input the Amount the customer wants to refund.

4. You may enter your Remarks and choose Bank Account that will be used to pay the customer.

5. Once done, click Save to save the transaction or Cancel to terminate the form.

  • Save will save the transaction. This will save the SRF details and will be tagged as Refunded.

6. A successful message will appear at the top-right hand corner and you’ll be able to see the newly created sales refund.

Create a sales refund inside the sales refund overview

1. In the Sales Refunds overview, click New Sales Refund.

2. Select a Customer, Bank Account, and Sales Returns.

5. Once a Sales Return has been selected, you can now update the Amount depending on the amount you want to refund from that Sales Return.

6. Once done, click Save or Cancel to terminate the form.

  • Save will save the transaction. This will save the SRF details and will be tagged as Refunded.

7. A successful message will appear at the top-right-hand corner and you’ll be able to see the newly created sales refund.

SRF# is auto-generated but you can override and type in a different number. To check the form’s next auto-generated numbers, click here.

Edit a Sales Refund

1. Click the Sales Refund you want to edit.

2. Click Edit.

3. Enter the new details and then click Save located at the bottom. A message will appear if the sales return refund is saved successfully.

If you are not able to create or edit a Sales Return Refund that means the admin did not give you access to Sales Refund – Modify.

If the user is not an Admin, functionalities such as edit, void, delete will not work after seven days of the transaction creation or depending on the Auto Archive Age settings set up by the system admin.

Add Comments to a Sales Refund:

The comment feature allows you to leave important messages to keep everyone informed.

  1. In the Sales Refund record, scroll down to view the Comments section.
  2. Enter your message in the Comment box.
  3. You may also add attachments such as photos or files. Click Add attachment below the Comment box. A Dialog box asking the location of the file will appear. Click the file you want to upload and then click Open.
  4. Once finished, click Post. A successful message will appear, and the new message will display on top of the conversation.

Edit or Delete a Comment: 

1. Find the comment you want to edit or delete.

2. Click  .

3. To update the comment, click Edit. To delete the comment, Click Delete.

Only accounts with admin account type can delete comments made by other regular users.

Related Article: Print, Duplicate, Void, or Reconcile a Sales Refund