Customer Refund Voucher

You can create a customer refund voucher using the “Customer Refund Voucher” in Accounting in the navigation menu.

You can create a customer refund voucher using the “Customer Refund Voucher” in Accounting in the navigation menu.

1.   Click on “New” to create a new customer refund voucher.

2.  A new customer refund voucher will be created with two main sections of data to be filled.

3.   The first section contains main information about the voucher.

4.   Set the date of the voucher using the “Date” field. The “Currency” field will be set by default to the home-currency of the company, it can also be changed. An exchange rate can be set in case a currency different from the home-currency is chosen.

5.   The next section of data is about the account and the customer return order which this voucher will be assigned to.

6.   Choose the account which will be assigned to the voucher.

7.   Set the “Refund Reason” field with the reason for the refund.

8.   Choose the customer which this voucher will be assigned to.

9.   Choose a customer return order for the voucher to be assigned to.

10.   Specify the amount of the voucher.

11.   Save and post the voucher and approve the warning message

12.   The voucher data after saving and posting will be read-only, and it will be assigned to the customer return order.

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