The report contains all the refunds that have recorded against various debit notes in the organization.
A refund history report provides a chronological overview of all refund transactions processed within a specified timeframe. This report typically includes details such as the transaction date, supplier name, refund amount, and the payment method used for the refund. It serves as a valuable tool for tracking and managing refund activities, ensuring transparency in financial transactions, and analyzing patterns or trends related to refunds. Access to this report helps businesses maintain accurate financial record.
The refund history report compiles all refunds associated with different debit notes within the organization. It provides information such as the supplier's name, debit note number, reference number, remarks, invoice number, and the refunded amount. Users can access this report under the supplier payments section within the report module, offering a convenient way to track and analyze refund transactions related to debit notes.
MENU AVAILABLE IN REFUND HISTORY REPORT
|
Field |
Description |
|
Customize |
The user has the flexibility to tailor the report data by clicking on this button. The report permits data filtration based on date, and supplier. |
|
Export to Excel |
By clicking this button, users can export the report to Excel. |
|
Export to PDF |
Clicking this button allows the user to export the report to PDF. |
|
|
This button enables users to print the report. |
|
|
To send the report via email, simply click this button. The report in PDF format will be attached to the email, and you can input the recipient's email address, CC address, subject, and any additional details for the email. |
|
Pagination |
The pagination control offers the capability to navigate from one page to another. |
|
Exit |
Clicking the 'Exit' button allows the user to exit from the report. |
DATA AVAILABLE IN REFUND HISTORY REPORT
|
Field |
Description |
|
# |
The symbol '#' represents the number of lines in the given context. |
|
Supplier Name |
This field displays the name of the supplier associated with the specific debit note. |
|
Debit Note No |
This column displays the specific debit note number. |
|
Ref No |
It indicates the reference number of the specific refund payment transaction. |
|
Remarks |
This field displays remarks or additional explanations related to the payment. |
|
Invoice No |
This column presents the specific purchase invoice number. |
|
Amount |
The "Amount" column displays the refunded amount paid against the specific debit note. |