How To: View Pending Refunds for Sales Returns
Table Of Contents
Introduction
The Pending Refunds screen allows you to view credit notes that have been created from customer returns but have not yet been fully allocated or refunded.
This is useful for identifying outstanding customer refunds and managing any credit notes that still require action.
Credit notes generated through Sales Returns remain visible in the Pending Refunds screen until they have been fully processed.
View Pending Refunds
- Open a Returns screen.For help opening the screen, see How To: Open a Sales Returns Screen.
- Press F9, or select the down arrow next to the toolbar action button to open the Other Actions menu.
- Select View Pending Refunds....
- The Pending Refunds dialog opens and displays any outstanding credit notes that have not yet been fully allocated or refunded.
What You'll See
The Pending Refunds dialog provides visibility of customer returns that still require processing, allowing you to:
- Review outstanding credit notes.
- Identify refunds waiting to be issued.
- Check credit notes that have only been partially allocated.
- Monitor customer return liabilities.
Additional Information
The Pending Refunds screen can be a useful part of your regular returns and accounts processes, helping to ensure customer refunds are completed promptly and outstanding credits are not overlooked.
For more information about returns processing, see: