To process a refund for a customer you first need to credit the item(s) that are to be refunded.
1. Create a credit invoice for the customer to be refunded, click on the ‘+’ icon next to the main search bar in Workshop Software and select ‘Customer Invoice’ from the drop down menu.
2. Search for the customer to be refunded and add them to the invoice, add the details of the vehicle if applicable. Change the Invoice Type to Credit and ensure that the Account Type is set to CASH, enter the item(s) that need to be credited and refunded. (Please Note: These products will be returned to your stock).
3. Process the credit invoice by clicking on the blue ‘Process’ icon located on the bottom of the page.
4. The invoice is now processed and shows as refunded