How to: Refund a customer payment made by credit card.

Environment: Comsense Enterprise

In this article:

1. Before Refunding the Payment
2. Accessing Customer Payment
3. Opening the Invoice for Refund
4. Processing the Refund

Before Refunding the Payment

Before refunding the payment to the customer, you must complete the Customer Return and have a credit invoice to process against the refund.

Accessing Customer Payment

Enterprise > Receivables/Invoicing > Customer Payment

Opening the Invoice for Refund

In the Customer Payment window:

1. Click New
2. Click Customer Payment

In the Invoices field:

3. Enter the invoice number
4. Press Tab
   • The Invoices pane will populate

5. Filter & Select the invoice line item

Processing the Refund

In the Customer Payment window:

1. Enter the refund amount as a negative value in the Payment Received field
2. Press Tab

3. Update the payment method to Visa - MC
4. Enter any applicable notes

In the invoice line item's Payment Applied field:

5. Enter the refund amount as a negative value
6. Press Tab
   • The Invoice Balance field will update

7. Enter the journal date

8. Click Save

The customer refund transaction is now in the general ledger and the customer return invoice balance is at $0.00.

*Note: The refund amount will display as a negative amount in the cash drawer. Reconcile the difference with the credit transaction receipt.