Invoice Refund

During the rental process, if fund need to be reimbursed to a customer, a refund invoice is generated. A refund needs to be initiated manually. Here is how a refund can be initiated:

Step 1 - Choose to Refund an Invoice

Head to the Transactions Page via links available on the Left Navigation Bar and then click on the Invoices Tab.

Transactions Page (Invoices Tab)

The Invoices Tab displays a table with a list of Unpaid Invoices by default. Right clicking on a row opens up the table's action menu. For unpaid refund invoices, the action menu displays a Refund Invoice option.

Note: The Refund Invoice option is only available for users who have been granted relevant permissions.

Note: Normal Invoices do not have the 'Refund Invoice' option, and instead have the 'Pay Invoice' option for users who have been granted relevant permissions.

Transactions Page (Invoices Tab Action Menu)

Clicking this option will open up a confirmation dialog Invoice Payment Form on a popup.

Refund Confirmation Dialog

Approve this dialog to initiate refund on the invoice.