Managing Refund Types

This article will walk you through:

  1. Click your name in the upper-left corner.
  2. Click Inventory & Prices.
  3. Click Setup.
  4. Click Refund Types.

Follow the directions for what you would like to do:

Adding Refund Types

  1. Click the + add icon to open the Create Refund Type slider.
  2. In the slider:
    1. Enter a name for the refund type.
    2. Optionally, you can select a GL Code. Clicking in the field will expand a list of available GL codes. You can begin typing the name of a GL account or its code to filter the list.
  3. Click Save.

Editing Refund Types

  1. Click the refund type you want to edit to open its Edit Refund Type slider.
  2. In the slider, you can:
    1. Update the refund type's name.
    2. Add, edit, or remove the refund type's GL Code. Clicking in the field will expand a list of available GL codes. You can begin typing the name of a GL account or its code to filter the list.
  3. When you're done updating the refund type, click Save.

Inactivating Refund Types

  1. Click the refund type you want to inactivate to open its Edit Refund Type slider.
  2. Toggle Active off.
  3. Click Save.
  4. By default, inactive refund types will not appear in the list. You can click the eye icon to toggle whether they are visibility shown or visibility_off hidden.

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