To create new Customer Refund using Customer Credit Memo:

On Customer Refund page, search for a customer credit memo by clicking the magnifying glass next to Customer Credit Memo input field and search by Customer, Currency and Created From- To. Then click the search button on the right side. This action will prompt the system to initiate the search process.





After clicking the search button, all results are displayed below the Customer Credit Memo ID search criteria. User must select from the search results.



The customer credit memo search page will be automatically closed, and the selected Customer Credit Memo is loaded in the Customer Refund page. Also notice that the Customer Deposit Payment field is grayed and non-editable and some information (e.g. Customer, Contact Person, Currency, Exchange Rate and Unapplied Amount) will be inherited from the customer credit memo into the customer refund.



Click on the magnifying glass next to Credit Account input field and provide a description or leave blank to search all. Then click the search button on the right side. This action will prompt the system to initiate the search process.





After clicking the search button, all results are displayed below. User must select from the search results.



The Credit Account search page will be automatically closed, and the selected credit account is loaded in the Customer Refund page.



Scroll down to item table and enter a Refund Amount value. Note that Refund Amount cannot be greater than Unapplied Amount value.



User must select a Refund Date.



Select for a payment mode by clicking the Payment Mode dropdown. User should only select from the available list.



If the payment mode is cash, the Account Number and other fields to the right are disabled.



If Payment Mode is Bank-To-Bank or Letter Of Credit, user may select an account number by clicking the Account Number dropdown. User should only select from the available list.



After selecting the Account Number, the Bank Details is auto populated (if available).



If Payment Mode is Check, user may select an account number by clicking the Account Number dropdown. User should only select from the available list.



After selecting the Account Number, the Bank Details is auto populated (if available).



It is also advisable to populate the Check No. details.



If Payment Mode is Credit Card, user may select an account number by clicking the Account Number dropdown. User should only select from the available list.



After selecting the Account Number, the Credit Card details is auto populated (if available).



User may populate other optional field and then click on Save to create new transaction in draft status.