Refund

Refund – Tracking All Your Refunds

The Refund Tab in the Money Matters module provides a centralized place to view and manage all refunds issued—whether from credit notes or payment receipts.

No Refunds Yet?

If no refunds have been processed, a “No Data” vector illustration will be displayed, indicating that there are currently no refund entries available.

Refund Table 

When refunds exist, they will be listed in a structured table. Here’s what each column shows:

• Refund Serial
  A unique identification number for each refund transaction.

• Payment Method
  Indicates the method used to process the refund (e.g., Bank Transfer, Cash, card,cheque).

• Refund Against
  Specifies the source of the refund—either a Credit Note or a Receipt.

• Refund Amount
  Displays the total amount refunded.

• Refund Status
  Shows the current status of the refund.

  Example: Success if the refund was completed successfully.

Previewing Refund Details

• On each row, you'll find an Action Menu (three dots) on the right.

• Click it and select Preview to view detailed refund information.

• In the Preview page

  • You’ll see full refund details, including,amount, method, and source.

  • You’ll also have the option to Download the refund record as a PDF for reference or documentation.