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Refunds Report

The Refunds Report presents any Refunds processed to Invoiced items using the “Refund Payment” option in an invoice.

What can you use this Report for?

Generate this report to identify recurrences of refunds to improve workflow and to review staff actions.

Filters and Options

Filters Description
Date Refund processed (or dated) within the timeframe.
Location Refund Location – regardless of the invoice location.
Providers Provider attributed to the item that was refunded.

What is displayed in the report?

  • Each refund processed is displayed in a separate row with the Total amount refunded at the bottom of the table.
Column Description
Date Date the adjustment was processed.
Client Name of the Client the Adjustment was made for.
Location Location of the Adjustment (regardless of Invoice Location).
Invoice Invoice number the Adjustment was processed for.
Invoice Date Date of the Invoice the Adjustment was processed for (regardless of the item date).
Added By Staff member who processed the Adjustment
Action Refund
Method Payment method used to process the refund (Cash, Card…) or Account Credit
Reason/Comment Details added in “Refund Description” when processing the Refund.
Amount Amount that was refunded.

Tips and Tricks

If a Payment transaction is deleted using the “Delete Transaction” it will not be displayed in the Refunds report.

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