Refunding Customer Credits



You can pay available credit out as a refund from a customers card or from a closed RMA. This will remove the credit from the customer card but will not physically pay the refund to the customer. It is still your responsibility to pay the customer the money owed using the method they request.

Steps for refunding a customers credit:

  1. Open the Customers Card
  2. Click on the “Payment, Credit and Account Details” tab.

Here you will see a list of available credits

  1. Next to each credit is the option to pay the credit out as a refund
  2. Click on the “Pay Refund” link next to the available credit
  3. Enter the payees details, refund method and refund amount
  4. Click on “Process Refund” to process the refund. This will remove the credit from the customers account.
  5. Once the refund is processed, you can print a refund slip or send the refund slip to the customer for their reference.

Please Note: You must still pay the refund to the customer as per the payment method chosen. If you are using a payment gateway or Paypal login to your payment gateway or Paypal account to process the payment.


  • Last Modified: 23/11/2016