Pay or Refund a Customer
How to Pay or Refund a Customer in Muhasib ERP
Overview
This guide will help you record an authorized payment or refund made to a customer.
Muhasib records money paid and reduces customer credit or otherwise updates the customer balance.
Who can do this
You need access to Customer Pay/Refund plus payment-account and customer.
Before you start
Confirm customer credit availability, amount, payment method/account, date, reference, reason, and approval.
Before saving, check that the correct company is open and that you have permission to complete this task.
Where to find it
Back Office → Sales & Customers → Customer Pay/Refund.
Pay or Refund a Customer
Step 1: Start a new customer payout
Step 2: Select the customer and verify available credit/balance
Step 3: Enter date, amount, payment method, paying account, and reference
Step 4: Select related credit/return transactions when supported
Step 5: Review authorization and save once
Step 6: Issue the approved payment evidence
Check your work
Compare and Confirm the payout, customer ledger, source credit/return, cash/bank account, and payment evidence.
Take a moment to check your work before closing the window. This small check can save time later.
If something goes wrong
- Do not refund more than the approved available credit.
- Search for the reference before retrying.