Follow the steps below if a customer makes a payment against a sales or service order, and now wants to cancel the order and has requested a refund.

  1. Go to the customer profile.
  2. Select [Credit Memos] from the profile menu.
  3. Look to see if there is a Customer-Deposit Credit Memo in the amount of the requested refund.  It will have a memo number similar to this example:  Deposit-Order 26005.


  1. If there is a credit memo in the amount of the requested refund simply click on the credit memo to highlight it.
  2. Click on the [Options] button.
  3. Select [Refund Memo] and this will create a refund based on the selected refund payment method and close the credit memo.  This will also restore the order back to the original order amount.