Customer Refund Centre Fields

Header Options

The Customer Refund Centre provides users with different options to perform actions such as printing, saving and

Print Cheques: This allows you to print the selected Customer Refunds for the payments done via Cheque.

Print Refund: This allows you to print the selected Customer Refund in a Reporting Template of your choice.

Context View (Right Click) Options

The Context View (Right Click) Options in the Customer Refund Centre provide quick actions for managing and reviewing customer refund records.


1. Open

Opens the details of the selected record in a popup window (Refund Customer Deposit). In this window, users can view and update refund details such as:

  • Refund Account – The account from which the refund is issued.

  • Refund Offset Account – The balancing account for the transaction.

  • Address – The refund address associated with the customer.

Within the Refund Customer subform, the following options are available:

Option
Description

Print Cheque

Prints the refund cheque for the selected record.

Print Refund

Prints a refund confirmation document.

Show Transactions

Displays related financial transactions linked to the refund.

Show Audit Trail

Shows the audit history, capturing all changes and user actions.

Show Activity

Displays recent activity related to the refund record.

Void

Cancels/voids the refund transaction if required.


2. Delete

Removes the selected refund record from the system. ⚠️ Use with caution, as deletion may affect linked transactions and reporting.


3. Show Activity

Displays a summary of activities and events performed on the selected refund record, such as creation, updates, approvals, or void actions.

Customer Refund Centre Header Icons

  • Refresh:

    • This functionality empowers users to refresh search results based on selected criteria, ensuring that the displayed information is always up-to-date.

  • Save:

    • Save feature enables users to preserve any updated user interface (UI) settings, ensuring a personalized and consistent experience during future interactions with the module.

  • Advanced Search:

    • The Advanced Search option elevates customer information retrieval to a sophisticated level. Users can delve into a nuanced search by specifying criteria such as Column Name, Operator, and Value, facilitating precise and tailored searches.

  • Columns:

    • Columns represent the customizable criteria available to users, enabling them to further refine their searches.

  • Download:

    • This versatile feature allows users to export and download data in various file formats, providing a summarized overview for quick reference. Options include CSV, TXT, MS-Word, MS-Excel, PDF, and MS-Excel(.xlsx), catering to diverse user preferences and use cases.

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