Refunds
Record money a vendor returns to you.
Overview
A vendor refund records cash coming back from a supplier, usually after a debit note or an overpayment. Register the refund against the document it relates to and choose the mode of payment.
When to use refunds
- A supplier refunds a returned order.
- You overpaid a bill.
Step by step
In the Accounting module open Vendors in the green navigation bar, then choose Refunds under Accounting.
Screenshot for this step has not been captured yet — run npm run docs:flow.
Screenshot for this step has not been captured yet — run npm run docs:flow.
Accounting impact
- Debits the bank or cash account and credits payables.
What you see on the screen
- Actions on the screen: Import, Export, Register Refund, Cancelled.
Permissions
These permission keys control access (granted to roles in Administration → Roles & Permissions):
- accounting.payments.create
- accounting.payments.post
- accounting.payments.read
- accounting.payments.update