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.
Related guides
Add Customer Credit
Return a Sale
Correct or Reverse a Customer or Agent Transaction
What to do next
Add Customer Credit.