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How To Process A Bank Transfer Refund.

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If your customer did not pay via Enrolmy and you need to process their refund, complete the following steps:

  1. Within the Money tab, select Credit Notes and locate the customer's credit note for a refund

  2. Select the credit note to open it and choose +More

  3. Complete the refund details:

    1. Select bank transfer as the refund option

    2. Input the reference for the refund

    3. Ensure the refund total amount is equal to the credit note total amount

  4. Select Create Refund

  5. The credit note will now be marked off as Paid

Transfer Funds To The Customer

Now you can do a manual bank transfer to your customer through your Internet banking.

Please note that STEP 2 can be prioritized and done as STEP 1 when required.

The above process applies regardless of the original payment method

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