Creating a sales refund for a specific invoice in VGM is a simple and efficient process. Follow the steps below to complete this task.
Navigate to Financial > Sales Documents.
Right-click on the invoice and select "Convert to Sales Credit".
In the sales credit window:
Remove any items that do not need to be refunded, or
Keep all items if the entire invoice needs to be refunded.
Click "New Sales Refund" in the sales credit window.
Ensure the Date is correct.
Select the Payment Method from the dropdown menu.
Input a Reference if required.
Click "Save"/"Save and Post to Ledgers" to create the refund.
Viewing Sales Refunds
Navigate to Financial > Sales Refunds to view the refund document.
Important Notes
Refunds will not appear on the original Sales Invoice.
To maintain clarity, we recommend adding a custom line to the refunded Sales Invoice. Include the following details:
Refund or Credit number
Date the refund was created
This ensures clear documentation for both you and the customer.