SunPMSby SunTatva Technologies

Which report shows refunds and bad-debt write-offs?

Updated

On this page
  1. Short answer
  2. Steps
  3. Check the result
  4. Common problems
  5. Detailed pages

Short answer

Monthly Refund for refunds, Monthly Bad Debts for write-offs.

Steps

  1. Click Reports in the side menu, then Monthly Reports.
  2. Open Monthly Refund or Monthly Bad Debts.
  3. Choose the month, click Show, Export if needed.

Check the result

Each refund with folio, date, user and amount.

Common problems

  • Refund not listed: it may be in a different month by payment date.
  • Making a refund: refund.
  • Messages: Report messages.

Detailed pages

Monthly financial reports.