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Edit and delete a refund in Kitomba 1

Hayley Sutton
  • Updated

If you ever need to adjust a refund that’s already been processed—like if the wrong payment type was entered or the wrong product or service was selected—you can easily make changes. Simply go to the Sales tab, where you can edit or delete the refund as needed. 

 

Any edits or deletions of refunds will be recorded in the Security Log.

Who can edit and delete refunds? 

 

The ability to edit and delete a refund shares the Kitomba 1 invoicing permission, which means any user with invoicing permissions will automatically have access. These permissions are as follows:

  • Edit completed invoices and refunds (basic)
  • Edit completed invoices and refunds (advanced)
  • Delete completed invoices and refunds (same-day)
  • Delete completed invoices and refunds (all)

Edit a refund

1. Log into Kitomba 1 and select the Sales tab. sales tab.png 

2. You can quickly find what you're looking for by searching for the client's name or the invoice number, if you have it. 

search.png

3. Select the invoice number of the refund.

select refund.png

4. Select the Edit button.

edit refund.png

5. Make the necessary changes. In this example, we’ll correct the product since the wrong one was chosen.

change product.png

6. Select the Refund button.

refund button.png

7. Make changes to the payment if required, then select Save.

save.png

 

Delete a refund

1. Search and select the invoice number of the refund.

select refund.png

2. Select the Delete button.

delete button.png

3. Select the Delete button again to confirm.

delete again.png

 

 

That is an overview of how to edit and delete a refund in Kitomba 1. View our support guides to learn more or get in touch with us. 

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