How to make a refund from a credit note ?

A refund is a process following either an overpayment, or a created credit note that we want to refund. This article explains the case of a refund from a credit note.

Prerequisite

Before all, it is necessary to create the credit note beforehand. To know how to do it, please read this article.

To make a refund from a credit note, please follow these steps :

STEP 1 : GO TO FINANCIAL IN THE MEMBER FILE

In the member file, go to financial and show 'Current operations'.

STEP 2 : SELECT THE CREDIT NOTE TO REFUND 

Select the credit note to make the refund.

STEP 3 : FROM THE THREE DOTS CHOOSE THE ACTION

Select the three dots and choose the action 'Refund credit note'.

STEP 4 : COMPLETE THE ACTION AND REFUND THE CREDIT NOTE

After selecting 'Refund credit note', a window entitled 'Go to refund' opens. Inform about the repayment method you choose (for example cash) then select 'Validate refund'.

The credit note is now refunded !