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New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
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Join the NetSuite community to innovate, connect, and discover what’s next.
SuiteWorld brings thousands of innovators, builders, and leaders together to learn, connect, and shape what’s next. This October, explore how to build a stronger foundation for growth through inspiring keynotes, major product reveals, hands-on sessions, and unforgettable moments—all in one place for our biggest event of the year. Register now
Join the NetSuite community to innovate, connect, and discover what’s next.
SuiteWorld brings thousands of innovators, builders, and leaders together to learn, connect, and shape what’s next. This October, explore how to build a stronger foundation for growth through inspiring keynotes, major product reveals, hands-on sessions, and unforgettable moments—all in one place for our biggest event of the year. Register now
New to NetSuite | Order to Cash: Creating a Refund
A Customer Refund is a transaction that records a payment you make to a Customer. This payment is generally in the form of currency or a printed Check.
A Cash Refund is a transaction that records the return of money to a Customer who immediately paid for goods or services using Cash, a Check or a Credit Card.
What can be refunded?
- Unapplied Credit Memo
- Unapplied Customer Deposit
- Unapplied Customer Payment
- Return Authorization
- Cash Sale
Refunding an Open Balance
1. Transactions > Customers > Issue Customer Refunds
2. Transactions > Customers > Issue Customer Refunds > List > New Transaction
Refunding an Authorized Return
1. Transactions > Customers > Refund Returns
Judy Culanding | RPM | New to NetSuite
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