Sales - Refunding An Order.

Sales - Refunding An Order

Article Contents:

This article contains step by step instructions on how to refund an order that has settled

Step By Step:


Step 1: Click on "Sales" Tab from the header of window.



Step 2: Click on the "Action" Button which is on the right side of the recent order window. Click on "Refund" from the drop down list.


Step 3: The system will generate new "Order Details" window. You can see orders list here.


Step 4: Select the order to refund by clicking on checkbox. Mention the order refund reason, then click on "Refund" button.

Step 5: Select the Payment mode to refund. If you want to print the receipt click on "Print Receipt" checkbox then click on "Ok" button.



Step 6: You will see a success message and  item status will be set as refunded.

















Whenever a Transaction is Refunded in Club Caddie, there will now be text in the Notes section of the Receipt. On the Original Transaction Receipt, it will show the OrderID and Date of the Refund. The Refund Receipt will show the OrderID and Date of the original Transaction.

Sales> Action > Refund > Can go back to the original receipt and see the refund in the notes section.

Original receipt with a note of refund date.                                                       Refund receipt with a note of the original transaction date. 




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