Refund History
The Refund History page allows you to view and manage all refund transactions processed in the system. It provides a clear record of refunds along with transaction details, helping you maintain transparency and accurate financial tracking.
Overview
This page helps you:
- Monitor all refund activities
- Track payment and invoice references
- Filter refund records based on specific criteria
Search
Use the search field to find refund entries by:
- Invoice number
- Transaction ID
- Customer-related details
Select Customer
Filter refund records for a specific customer. This helps in reviewing refund activity for individual customers.
Date Range
Select start and end dates to filter refunds within a specific period. Useful for:
- Daily tracking
- Monthly reporting
- Custom date analysis
Clear Filters
Click this button to reset all applied filters and view all refund records.
Refund Table
The table displays detailed information about each refund entry.
Date
Shows the date and time when the original record was created.
Refund Date
Displays the date when the refund was processed.
Invoice No
Shows the invoice reference associated with the refund.
Transaction ID
Displays the payment transaction reference ID. This is useful for tracking transactions with payment gateways.
Customer
Displays basic customer-related information linked to the refund.
Refund Amount
Shows the amount refunded to the customer.
Invoice Type
Indicates the type of invoice related to the refund.
- Appointment
- Package
- Product
Refund Type
Shows how the refund was processed.
- Online → Processed through payment gateway
- Offline → Processed manually
Notes
Displays any additional remarks related to the refund.
Best Practices
- Regularly review refund records for accuracy
- Ensure correct refund type is selected
- Add notes for manual refunds
- Use date filters for reporting and audits