CUSTOMER PAYMENT REFUND

The "Customer Payment Refund Report" details refund transactions, including customer names, payment references, refund amounts, refund dates, payment methods, reasons for refunds, and transaction status. It serves as a vital tool for businesses to maintain accurate financial records and efficiently manage refund processes.

CUSTOMER PAYMENT REFUND IN ACCOXI

The "Customer Payment Refund Report" compiles refunds linked to various credit notes in the organization. It provides information on customer names, payment dates, payment numbers, credit note numbers, invoice numbers, payment modes, narrations, and amounts. Users can access this report under the sales section in the report module.

MENU AVAILABLE IN CUSTOMER PAYMENT REFUND REPORT

Field	Description
Customize	The user has the flexibility to tailor the report data by clicking on this button. The report permits data filtration based on date, and customer.
Export to Excel	By clicking this button, users can export the report to Excel.
Export to PDF	Clicking this button allows the user to export the report to PDF.
Print	This button enables users to print the report.
Email	To send the report via email, simply click this button. The report in PDF format will be attached to the email, and you can input the recipient's email address, CC address, subject, and any additional details for the email.
Pagination	The pagination control offers the capability to navigate from one page to another.
Exit	Clicking the 'Exit' button allows the user to exit from the report.

DATA AVAILABLE IN CUSTOMER PAYMENT REFUND REPORT

Field	Description
#	The symbol '#' represents the number of lines in the given context.
Customer Name	This field displays the customer name of the particular credit note.
Payment Date	This column shows the payment (refund) date towards the customer.
Payment No	This shows the payment number of the refund.
Cr.Note No	This column shows the number of the particular credit note.
Invoice No	This column shows the number of the particular sales invoice.
Payment Mode	This column shows the mode of payment used for making the payment.
Narration	This field shows the narration or additional explanation regarding the refund payment.
Amount	This column shows the sum of the amount paid as a refund.

Frequently Asked Questions?

01What is the content of customer refund history report in ACCOXI?

In ACCOXI from customer payments user can access the refund history report. The report contains all the refunds that have recorded against various credit notes in the organization. It shows the details of customer name, Debit Note number, Reference number, Remarks, Invoice number, and Amount.

02How to take print of the customer refund history report with complete list of items?

Click on the Reports module.
Select the option refund history from customer payments head.
At the right hand side of the report, there is a Print button.
Click on the Print button and it opens the print view form.
You can set the page range, page height, width and can enter the required number of copies here.
Click on the Print button to get the printout of the refund history report with complete list of items.

03How can I check the customer refund amount of a transaction in the refund history report?

Click on the Reports module.
Select the option refund history from customer payments head.
Then the refund history report opens and at the right end side of the report table user can view the refund amount of the corresponding transaction.

04Is there any option to filter the customer refund history report by selecting a single customer?

Yes. You can filter the refund history report by using the option Customize Report and can filter the data with a single customer. It can be done by following steps;

Click on the Reports module.
Select the report refund history from customer payments head.
Click on the Customize Report menu.
By clicking on the customize report, you can filter the report by date between and customer. If you want to filter the data by single customer select the customer from the drop down list.
Click on Run Report to get the customized data

05How can I export the customer refund history report data in to Excel format?

Click on the Reports module.
Select the option refund history from customer payments head.
At the right hand side of the report, there is a Print button.
Click on the Print button and it opens the print view form.
Click on the Export button at the bottom right side of the page.
New window will appear for to save the file. You can select the location to save the file.
Click on save button to save the data in Excel format.