This guide will walk you through the process of issuing refunds to customers using the customer accounts screen in Cloud Commerce Pro.

Please see our overview guide of the customer accounts screen for a more general introduction to this area of Cloud Commerce Pro.

From the admin centre in Cloud Commerce Pro, click "My Customers".

Find the customer you require from the list either by using the search box or using the alphabetised filter along the top.

From the customer details screen click "View Accounts".

To start your refund, click "Refund O/S".

Here you will find a list of outstanding credit notes and payments which you can generate your refund from. If you need to create a credit note for your return, click below for a guide on how this is done.

The "Amount" column displays the original value of the credit note, while the "O/S" column shows the outstanding balance of it. For example: If a £25 credit note had been previously used used to pay an £20 invoice, only £5 would remain in the O/S column.

Once you have selected an outstanding payment, you can also select a specific bank account from the drop down list.

Click "Refund Credit Note" once you are happy with your selection.

You will be asked to confirm that you want to create a new refund. Click "Yes" to continue and return to the customer accounts screen.

Your new refund will now show in the statement section of the customer accounts screen, as shown below.

Click the links below for detailed guides on how to use each function of the customer accounts screen.