Items to Refund Table

Use this table to create refund lines by matching values against current (unapplied) transactions for the selected customer.

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

Show children

If the customer is a parent account, you can show transactions associated with all parent and child customers, rather than an aggregate value by parent.

Show futures

Select this option to display future-dated transactions in the table for selection.

Select all

Click this button to select all the transactions for inclusion in the refund. This also selects the Selected box next to each transaction line.

Note: You can deselect individual lines before saving.

Deselect all

Click this button to deselect all selected transactions. This also deselects the Selected box next to each line.

Note: You can select individual lines to include in the receipt before saving.

Items to refund table

This table displays all unapplied receipt and credit note transactions of the selected customer, using the criteria applied. You can select transactions to include in the refund. Transactions are included if you have checked the Selected option next to the line.

If the transaction has a child customer, the Child box next to the line is selected to indicate this.

Note: If you double click a transaction in this table, the source form displays, populated with details of the original transaction.

Once transactions have been selected for inclusion, the details move to the Refund Items tab. You can edit values before saving the refund (though only to a value less than or equal to the selected values).