# Create Customer Refund

:::info
For a more complete walkthrough covering both refund-against-a-return and pure refunds (overpayments, deposits), see the [Refund a Customer user guide](/doc/28b48d2f-3e1f-4b97-9d77-a7a180f511ca).

:::

This guide provides step-by-step instructions on how to create a customer refund. By following these instructions, you will be able to navigate to the necessary pages, select the correct options, and save and submit the refund successfully.

## Step 1: Navigate to the Accounting Homepage

 ![Step 1](https://docs.nexwaveapp.com/api/files.get?sig=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJrZXkiOiJ1cGxvYWRzL2YxMTg5ZTEzLTdlMTQtNDA1ZC04MDI1LWMxZmI0Y2Y2MTg0ZC9kZWFkOWM1YS00NWE2LTRkZmUtOGE3YS03NDA5ZWM3ODkwNzMvYXNjcmVlbnNob3QtOTI4Y2VjMWMuanBlZyIsInR5cGUiOiJhdHRhY2htZW50IiwiaWF0IjoxNzkyNjIwOTAwLCJleHAiOjE3OTI3MDczMDB9.b64kBNfiKz1JXmffavx5_ZiIZnckNp52Nlaozx8gOV0)

## Step 2: Click "Sales Invoice"

 ![Step 2](https://docs.nexwaveapp.com/api/files.get?sig=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJrZXkiOiJ1cGxvYWRzL2YxMTg5ZTEzLTdlMTQtNDA1ZC04MDI1LWMxZmI0Y2Y2MTg0ZC9lNTlmNGI3YS1hYzhjLTQ2ZWUtOWNhZS0zMDFlNWY5MGNjY2EvYXNjcmVlbnNob3QtMjRkMzU5YzYuanBlZyIsInR5cGUiOiJhdHRhY2htZW50IiwiaWF0IjoxNzkyNjIwOTAwLCJleHAiOjE3OTI3MDczMDB9.FQ7yTKnC-Ns3-8PZsFOtEkTktKtp_IB0THCx6lMbGdk)

## Step 3: The List View will show all transaction statuses

 ![Step 3](https://docs.nexwaveapp.com/api/files.get?sig=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJrZXkiOiJ1cGxvYWRzL2YxMTg5ZTEzLTdlMTQtNDA1ZC04MDI1LWMxZmI0Y2Y2MTg0ZC84YzQ5ZWM3Zi04N2ZjLTQwNzctOGIyNy1lZGZlNDk0YzIyZWYvYXNjcmVlbnNob3QtNmUzYjRmYmMuanBlZyIsInR5cGUiOiJhdHRhY2htZW50IiwiaWF0IjoxNzkyNjIwOTAwLCJleHAiOjE3OTI3MDczMDB9.yzIAK82uXUmsljp5mzp3N0s9ExeMa2kwloNIrmHyfG0)

## Step 4: Click the Status dropdown and select "Return"

 ![Step 4](https://docs.nexwaveapp.com/api/files.get?sig=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJrZXkiOiJ1cGxvYWRzL2YxMTg5ZTEzLTdlMTQtNDA1ZC04MDI1LWMxZmI0Y2Y2MTg0ZC8xOWI2ZTQ0NS01YzNmLTQ4ZGYtYWM1ZC00ZTg0ZGU0MmQ4MTkvYXNjcmVlbnNob3QtMjI2ZjMxMGUuanBlZyIsInR5cGUiOiJhdHRhY2htZW50IiwiaWF0IjoxNzkyNjIwOTAwLCJleHAiOjE3OTI3MDczMDB9.LoNM-D_9THMw-w-h_OItd7WU5bULR90eHa7O_628GYs)

## Step 5: The list will become shorter

 ![Step 5](https://docs.nexwaveapp.com/api/files.get?sig=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJrZXkiOiJ1cGxvYWRzL2YxMTg5ZTEzLTdlMTQtNDA1ZC04MDI1LWMxZmI0Y2Y2MTg0ZC83MDljZWYyMS1iZWI3LTQwN2YtOTdhYS03ZmM3YjNlN2NiOGEvYXNjcmVlbnNob3QtNjAxYjY3OTQuanBlZyIsInR5cGUiOiJhdHRhY2htZW50IiwiaWF0IjoxNzkyNjIwOTAwLCJleHAiOjE3OTI3MDczMDB9.sSpFDM4rms-Ro-BfNRrMImv5Rl-mLUQ5rLdW8dmuhoM)

## Step 6: Select the correct Return

 ![Step 6](https://docs.nexwaveapp.com/api/files.get?sig=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJrZXkiOiJ1cGxvYWRzL2YxMTg5ZTEzLTdlMTQtNDA1ZC04MDI1LWMxZmI0Y2Y2MTg0ZC9mODMxODY4Ny1lY2U4LTQ4MmMtYmRjNC0xYjJhZmQ0MzA3MzcvYXNjcmVlbnNob3QtZTYwMDliMzQuanBlZyIsInR5cGUiOiJhdHRhY2htZW50IiwiaWF0IjoxNzkyNjIwOTAwLCJleHAiOjE3OTI3MDczMDB9.NSFKISCc5qqO7kSwmqVBc8MH-qj86m_Baef1QFogzfc)

## Step 7: Double Check everything is correct

 ![Step 7](https://docs.nexwaveapp.com/api/files.get?sig=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJrZXkiOiJ1cGxvYWRzL2YxMTg5ZTEzLTdlMTQtNDA1ZC04MDI1LWMxZmI0Y2Y2MTg0ZC9hYTljZDhkNi0xNWZhLTRmMmItOTViZi04MDAzOTZhYTUwZTIvYXNjcmVlbnNob3QtNDA1Yjc3ODIuanBlZyIsInR5cGUiOiJhdHRhY2htZW50IiwiaWF0IjoxNzkyNjIwOTAwLCJleHAiOjE3OTI3MDczMDB9.093WX4ttbWFSzqTkdCOwh2X8tKY6aAL3yLnTfWcOzC8)

## Step 8: Click the "Create" button and select "Payment"

 ![Step 8](https://docs.nexwaveapp.com/api/files.get?sig=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJrZXkiOiJ1cGxvYWRzL2YxMTg5ZTEzLTdlMTQtNDA1ZC04MDI1LWMxZmI0Y2Y2MTg0ZC83NzY5MzAwYi1lY2IyLTQ0ZjMtOWFiMC03NDE1NTJhZjdmYTgvYXNjcmVlbnNob3QtODcwZTc3YmMuanBlZyIsInR5cGUiOiJhdHRhY2htZW50IiwiaWF0IjoxNzkyNjIwOTAwLCJleHAiOjE3OTI3MDczMDB9.CRBqALRSx3WX1viniC8yvpcyhKmnFJpjhl7wqT7yF_0)

## Step 9: The Payment Record will open up

The Payment Record will open up. Note it is type Payment against the Customer on the Return

 ![Step 9](https://docs.nexwaveapp.com/api/files.get?sig=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJrZXkiOiJ1cGxvYWRzL2YxMTg5ZTEzLTdlMTQtNDA1ZC04MDI1LWMxZmI0Y2Y2MTg0ZC8wNTNiZGI4My1mYjM3LTRkZTMtOTdhMS0xZTY1NDgwMDlhMWUvYXNjcmVlbnNob3QtNjA3YTc2ZGQuanBlZyIsInR5cGUiOiJhdHRhY2htZW50IiwiaWF0IjoxNzkyNjIwOTAwLCJleHAiOjE3OTI3MDczMDB9.fr6qwDGrCcTyWythMtfheYdSiawzuhB2tfmQNu8Xt2g)

## Step 10: The Previous Credit Note is listed along with the amount from that transaction

 ![Step 10](https://docs.nexwaveapp.com/api/files.get?sig=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJrZXkiOiJ1cGxvYWRzL2YxMTg5ZTEzLTdlMTQtNDA1ZC04MDI1LWMxZmI0Y2Y2MTg0ZC8yOGJhOTE3My0wNjExLTRiYmItYmZiNC1iN2UzMDg2NmFjZDIvYXNjcmVlbnNob3QtYzNlMDJhNWYuanBlZyIsInR5cGUiOiJhdHRhY2htZW50IiwiaWF0IjoxNzkyNjIwOTAwLCJleHAiOjE3OTI3MDczMDB9.Uu8sn-Ze32KQZXUI8JtHZAb6yCDLIlhZj7XHshMn2a4)

## Step 11: Click "Save"

 ![Step 11](https://docs.nexwaveapp.com/api/files.get?sig=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJrZXkiOiJ1cGxvYWRzL2YxMTg5ZTEzLTdlMTQtNDA1ZC04MDI1LWMxZmI0Y2Y2MTg0ZC9kMTE5NjAwYS1lYjE1LTQwYWYtOWZmNi1mNjQ1MDBkZjdhOGMvYXNjcmVlbnNob3QtOTczODM3NGUuanBlZyIsInR5cGUiOiJhdHRhY2htZW50IiwiaWF0IjoxNzkyNjIwOTAwLCJleHAiOjE3OTI3MDczMDB9.zKB90r_yijyNlQOSq2-XryIF6VSGRuqwf12dMPJXCo0)

## Step 12: Click "Submit"

 ![Step 12](https://docs.nexwaveapp.com/api/files.get?sig=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJrZXkiOiJ1cGxvYWRzL2YxMTg5ZTEzLTdlMTQtNDA1ZC04MDI1LWMxZmI0Y2Y2MTg0ZC80ODI0ZWQyNS02YTk2LTQ4MmYtODYyNi00NzA1Y2Q0MTQ5NzUvYXNjcmVlbnNob3QtMjhkNjlkMzQuanBlZyIsInR5cGUiOiJhdHRhY2htZW50IiwiaWF0IjoxNzkyNjIwOTAwLCJleHAiOjE3OTI3MDczMDB9.XgywDjWepj7V2ydeoLG1J0HvoZy_zyW-VwmNPADe4W4)

## Step 13: Click "Yes" to post the Refund

 ![Step 13](https://docs.nexwaveapp.com/api/files.get?sig=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJrZXkiOiJ1cGxvYWRzL2YxMTg5ZTEzLTdlMTQtNDA1ZC04MDI1LWMxZmI0Y2Y2MTg0ZC8wN2QxMWM1ZS1mNTUyLTRkMzItYTg2Ny1mNTNiYjM1MmFhZWYvYXNjcmVlbnNob3QtMjlkZWQwNmUuanBlZyIsInR5cGUiOiJhdHRhY2htZW50IiwiaWF0IjoxNzkyNjIwOTAwLCJleHAiOjE3OTI3MDczMDB9.rngM1zsm_ICrm9yVJYavkzslvFOu46hHTOhOlFVh-JU)

## Step 14: Click the Print Icon to generate a payment document

 ![Step 14](https://docs.nexwaveapp.com/api/files.get?sig=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJrZXkiOiJ1cGxvYWRzL2YxMTg5ZTEzLTdlMTQtNDA1ZC04MDI1LWMxZmI0Y2Y2MTg0ZC8yZjVkMzZkYS01NmFiLTQ3YjEtYWViZC05ZGQ1ZDRhYjg2MWMvYXNjcmVlbnNob3QtNTRiMmY4NTIuanBlZyIsInR5cGUiOiJhdHRhY2htZW50IiwiaWF0IjoxNzkyNjIwOTAwLCJleHAiOjE3OTI3MDczMDB9.4vlq6S9j7b0hOGe8OmcQhevlezdVgzubn8PcdZ6qrjQ)

## Step 15: This could be printed and sent or emailed to the customer

 ![Step 15](https://docs.nexwaveapp.com/api/files.get?sig=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJrZXkiOiJ1cGxvYWRzL2YxMTg5ZTEzLTdlMTQtNDA1ZC04MDI1LWMxZmI0Y2Y2MTg0ZC84NDhmMzRhYi1kZGMwLTQ0ZmUtODA4My1lMTY3Yzc0OWY2NjQvYXNjcmVlbnNob3QtMGVkOGYwYTIuanBlZyIsInR5cGUiOiJhdHRhY2htZW50IiwiaWF0IjoxNzkyNjIwOTAwLCJleHAiOjE3OTI3MDczMDB9.fw_p9nQ-lwrWkYNnasjIkxDMNM8iyHreAHDzesdZoic)

## Step 16: Click the payment record to return to the transaction

 ![Step 16](https://docs.nexwaveapp.com/api/files.get?sig=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJrZXkiOiJ1cGxvYWRzL2YxMTg5ZTEzLTdlMTQtNDA1ZC04MDI1LWMxZmI0Y2Y2MTg0ZC9mZjAxNDgxYS05NTQyLTRjNjYtOGViMy04NGU2OTYwMjU0NTIvYXNjcmVlbnNob3QtYjNjMDNmMTIuanBlZyIsInR5cGUiOiJhdHRhY2htZW50IiwiaWF0IjoxNzkyNjIwOTAwLCJleHAiOjE3OTI3MDczMDB9.4wO0Kq0yPBeP8EWnHoQh0CaU2ZaNXToPUoIDT4hWddI)

## Step 17: Click "Ledger" to view the accounting records created

 ![Step 17](https://docs.nexwaveapp.com/api/files.get?sig=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJrZXkiOiJ1cGxvYWRzL2YxMTg5ZTEzLTdlMTQtNDA1ZC04MDI1LWMxZmI0Y2Y2MTg0ZC8yYzBlYTIwYy1jZGE1LTQ0MzYtOTI0OC1kMjYzZGRiY2Q1MWMvYXNjcmVlbnNob3QtMjUzNzY4YTUuanBlZyIsInR5cGUiOiJhdHRhY2htZW50IiwiaWF0IjoxNzkyNjIwOTAwLCJleHAiOjE3OTI3MDczMDB9.JEatNTyb2_Ow4jVNuZMQwacRV4hLr1lBDEEWxKC-XvE)

## Step 18: The General Ledger has been updated with the amounts of the refund

 ![Step 18](https://docs.nexwaveapp.com/api/files.get?sig=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJrZXkiOiJ1cGxvYWRzL2YxMTg5ZTEzLTdlMTQtNDA1ZC04MDI1LWMxZmI0Y2Y2MTg0ZC8wOWIzNzg2Yi0yN2MyLTRjNTgtOTVmMS1hNzhlMTE5YTIyMjQvYXNjcmVlbnNob3QtMTdjYzBhMDkuanBlZyIsInR5cGUiOiJhdHRhY2htZW50IiwiaWF0IjoxNzkyNjIwOTAwLCJleHAiOjE3OTI3MDczMDB9.RlIMZ2NkVQDcjQJAqyWFhhMGsOl7h0arJj1zjkDxAh8)