Refunding a Sales Invoice

Originally written by Luke Mavin. Published 17 December 2024 on the Motasoft VGM Help Centre.

Creating a sales refund for a specific invoice in VGM is a simple and efficient process. Follow the steps below to complete this task.

1. Navigate to Financial > Sales Documents.
2. Right-click on the invoice and select "Convert to Sales Credit".
3. In the sales credit window:
   • Remove any items that do not need to be refunded, or
   • Keep all items if the entire invoice needs to be refunded.
4. Click "New Sales Refund" in the sales credit window.
   • Ensure the Date is correct.
   • Select the Payment Method from the dropdown menu.
   • Input a Reference if required.
   
5. Click "Save"/"Save and Post to Ledgers" to create the refund.

Viewing Sales Refunds

Navigate to Financial > Sales Refunds to view the refund document.

Important Notes

• Refunds will not appear on the original Sales Invoice.
• To maintain clarity, we recommend adding a custom line to the refunded Sales Invoice. Include the following details:
  • Refund or Credit number
  • Date the refund was created

This ensures clear documentation for both you and the customer.