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Results for “refunds” — 20 results

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FAQ: Working with Refund Documents

Quick answers to common questions about creating, managing, and processing refunds.

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Editing and deleting a refund

Correct or remove a refund depending on its current status.

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Reviewing related records: payments, refunds and inventory movements

See all transactions linked to an invoice in one place—payments received, refunds issued, and inventory changes.

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FAQ: Refunds & Returns on Invoices

Quick answers to common questions about processing refunds and returns.

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Reviewing related records: payments, refunds and inventory movements

Find and navigate the payments, returns, and inventory receipts linked to a bill.

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End-of-day report and cash reconciliation

Close your register at the end of the business day, verify cash, and generate the daily reconciliation report.

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Deleting an invoice and its cascading impact

Understand what happens when you delete an invoice and when it is safe to do so.

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FAQ: Refunding Money

Common questions about processing refunds to customers and from vendors.

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Deleting a cash purchase and its cascading impact

Understand what gets deleted when you remove a purchase and how to avoid problems.

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Printing a refund document

Generate and print a refund form to share with the customer or for your records.

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Reading and interpreting the End of Day report

Understand the structure and meaning of each section in your daily operational summary.

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Reviewing related records: payments, refunds and inventory movements

Navigate the tabs on a sales receipt to find all related transactions.

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What a refund of an invoice posts: money back and stock back

Understand the accounting and inventory changes when you refund a sale.

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Refund statuses: draft, pending, completed, cancelled

Track the lifecycle of a refund from creation to completion.

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Permission reference: Payments & refunds

Control who can create payments, view payment history, and process refunds.

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Deleting a sales receipt and its cascading impact

Understand what happens to inventory, payments, and accounts when you delete a receipt.

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Running the AP Aging Detail report

Generate a line-by-line breakdown of every outstanding vendor bill, organized by age.

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What a refund of a sales receipt posts: money back and stock back

Understand the accounting and inventory impact when you refund a receipt.

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Refunding money to a customer

Process a full or partial refund to a customer for an invoice or sales receipt they returned or no longer need.

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Running the AP Aging Summary report

Generate a summary of what you owe vendors, grouped by how long amounts have been outstanding.