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Home > Job Centre & Invoicing > How to refund an Account customer/invoice
How to refund an Account customer/invoice
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To process a refund for a customer first you need to credit the item(s) that are to be refunded.

 

1. Create an credit invoice for the customer to be refunded, click on the '+' icon next to the main search bar in Workshop Software. 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 that needs 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 right hand corner of the page

 

 

4. After clicking Process, notice that the invoice has been refunded:

 

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