How To: create a manual Refund from the customer statement

Table Of Contents

This article explains how to refund a customer payment or credit from the customer statement. Khaos Control provides both Automatic and Manual refund options, depending on how the original payment or credit was processed.

Before You Begin

You can only refund:

Partially allocated payments.
Unallocated payments.
Partially allocated credits.
Unallocated credits.

The refund options available will depend on the original payment method and how the credit was created.

Create a Refund

Open a Customer screen (show me how).
Find and load the required customer record.
Open the [ Customer | Statement ] tab.
Locate the partially allocated or unallocated S/Payment or S/Credit transaction in the Statement Transactions grid.
Right-click the transaction and select Refund.
Choose one of the following options:
- Automatic: Opens the Refunds Dialog.
- Manual: Opens the Manual Refund Dialog.
Follow the instructions in the selected refund screen.
If prompted, enter the refund amount and complete the process.

Which Refund Method Should I Use?

Automatic Refund

Select Automatic when:

The credit note was created from a return or refund process.
The payment was made by cheque.
The payment was made by cash.
The payment was made by credit card and credit card integration is installed and configured within Khaos Control.

The refund will be processed using the options available in the Refunds Dialog.

Manual Refund

Select Manual when:

The credit note was created manually.
Credit card payments are processed using a PDQ machine rather than an integrated payment provider.
The original payment was made through Shopify.

If the original payment was processed through Shopify, you must also process the refund within Shopify.

The refund will be managed through the Manual Refund Dialog.

Additional Information

The available refund options may vary depending on:

The original payment method.
Whether the credit originated from a return, refund or manually created credit note.
Any payment integrations configured within your Khaos Control system.

For detailed guidance on completing a refund, see: