RemOnline enables you to perform client refunds for work orders and sales.
Refunds work only with closed Work Orders / Sales and may indicate the following details:
The Warehouse for returning products
The Cashbox for deducting funds or making a debt payment (i.e. we owe a client).
Remember: the client refund operations transfer your products back to warehouses, while the product entry in the work order stays unchanged, and you cannot edit or remove it. With that said, use client refunds only when actually returning funds to the client, not when trying to edit the closed work order.
We recommend you create new work orders instead of continuing work in the closed work orders for more accurate statistics and avoid confusion in the payroll calculation.
You can see all your created refunds on the Finance > Refunds page.
Filter refunds with the following options:
Period. Filter your client returns by the creation date;
Document types. Filter your client returns with the Work Orders, Sales, and All options.
Hit the Apply button to confirm filtering options and view the filtered entries.
Click the refund number to see the refund information:
Client data
Destination warehouse for a returned product
Payment (if available)
An employee who created a refund
Services and products list for the selected client refund
Return cost
Comment
Press the More button to remove the refund.
Note: you need to remove the associated payment to remove the client refund.
Remember: The system adds a Client refund entry in the payroll report and automatically recalculates the payroll sum if the employee has a commission for the returned product or service.
