Sales Refunds Overview - Smarter Sales & Inventory Management | Zayls

by Zayls
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Knowledge Base Sales | Sales Refunds Overview

Sales Refund Overview

Sales Refund Overview

Sales Refund is the process of recording cash refunds made to customers once they decided to not use Sales Return credits in future purchases.

On this listing page, you will be able to see all Sales Refunds and partial details such as the Sales Refund number, the status of the SRF, the date refunded associated with it, and the like.

You can filter records in two ways:

  • Search by SRF#, Reference #
  • Using Filters

Search by SRF#:

1. Go to Search by SRF# box at the top of the Purchase Return Refund list.

2. In the Search by SRF# box, type the purchase return refund number you are searching for. The list will load the moment you stop typing.

3. Click the SRF# to see the sales return refund details.

Using Filters:

1. Click Filters beside the Search by SRF# box. It will show you several parameters that will help to narrow down the results.

Filters:

  • Date From – will show records starting from the date selected
  • Date To – will show records up to the date selected
  • Status – will show records with the status (Refunded, Reconciled, Voided) selected
  • Customer – will show records involving the customer selected
  • Bank Account – will show records involving the bank account selected

Export Sales Return Refunds to PDF or Excel:

  1. In the Sales Return Refunds Overview, click Export. 
  2. There are three Export options: Export to PDF, Export to Excel, and Export to Excel (Detailed). Click your desired format. 
  3. Upon clicking your desired formatthe file will be automatically downloaded to your computer. 

Related Article: Create or Edit a Sales Refund