How to record a refund to a customer

Refund handling depends on how your current Bizwazi setup records negative income or correcting entries.

Before recording a refund

• Check the original sale.
• Check the account used for the refund.
• Check whether stock was returned.
• Add a clear note explaining the refund.

Simple method

• If your setup does not support negative sales, record the correction carefully as an expense or adjustment with a clear note, depending on how your business records refunds.

Stock returns

• If the customer returned goods, check whether stock needs to be manually adjusted back into inventory.