Learn how to create a cash refund manually or using an existing cash sale.

1. Open a cash refund by doing one of the following:
   • To create a cash refund from a cash sale, click Refund on the cash sale.
   • To create a cash refund manually, go to Transactions > Customers > Refund Cash Sales.
2. In the Primary Information section, enter the information in the following fields:

   Custom Form

   Select the form you want to use for this refund.

   Refund #

   This field autopopulates. You can keep this value or enter a different refund number.

   Customer

   Select the customer whose sale you're refunding.

   Create Check

   Select this option if you want to refund the money by check.

   Print Check

   Select this option to print the check from the checks queue. If you click Print after entering the information on this page, the refund form will be printed instead of the check. This option should only be selected if you also selected Create Check.

   Account

   Select the bank account to use for this refund.

   Currency

   If you want to change the currency on the record, select the new currency from the dropdown. Prices and amounts will be updated to the currency you select.

   Date

   This field autopopulates. You can keep this value or enter a different date.

   Posting Period

   Select the period you want to post this refund to.

   Check #

   If the customer paid by check, enter the check number.

   Memo

   Enter a note that will help identify this cash refund. You can search for this refund using the contents of this field.

3. If you did not create the cash refund from a cash sale, you must manually add the items in the cash sale by clicking Add and entering the information in the following fields for each:

   • Item

   • Quantity

   • Price (if not already entered)

   • Tax Code

   • Ship To (if item line shipping is enabled)

4. Click Save.