Process a refund for a cash customer

This article explains how to process a refund for a cash customer in Workshop Software. This involves creating a credit invoice and then processing the refund payment.

Step 1: Create a Credit Invoice

1. Click on the + icon next to the main search bar in Workshop Software and select Customer Invoice from the drop-down menu.

Step 2: Set Up the Credit Invoice

1. Search for the customer to be refunded and add them to the invoice.
2. Add the details of the vehicle if applicable.
3. Change the Invoice Type to Credit and ensure the Account Type is set to CASH.
4. Enter the item(s) that need to be credited and refunded. Note that these products will be returned to your stock.

Step 3: Process the Credit Invoice

1. Click on the blue Process icon located at the bottom of the page.

The invoice is now processed and shows as refunded.

Good to Know

• Credited products will be automatically returned to your stock levels.
• Make sure you set the Account Type to CASH for cash customer refunds.
• The credit invoice will appear in the customer’s transaction history for your records.

Also Explore

• WorkshopPay — Integrated Payment Processing
• Dead Simple Invoicing — Feature Overview
• Workshop University: What Is a Good Average Repair Order?
• Getting Started: Customer Workflow Guide