Thank you for using the English version of the JTL-Guide!
We are currently still building up the English documentation; not all sections have been translated yet. Please note that there may still be German screenshots or links to German pages even on pages that have already been translated. This guide mostly addresses English speaking users in Germany.
We are currently still building up the English documentation; not all sections have been translated yet. Please note that there may still be German screenshots or links to German pages even on pages that have already been translated. This guide mostly addresses English speaking users in Germany.
Creating refunds
Your task/initial situation
You would like to credit an amount to a customer. You therefore create a refund for the desired amount.
Detail: From a technical point of view, invoice corrections and refunds are identical in JTL-Wawi. They therefore also access the same print template by default. The only difference is that invoice corrections always relate to an invoice and can only include the items that were also in the invoice. Refunds can contain any items and have no invoice reference. If you want to create a refund for an invoice, please read Creating invoice corrections.
Creating refunds
- Click on the Customers icon to go to the customer management in JTL-Wawi and select the customer for whom you would like to create a refund.
- In the customer master data, go to the Invoice corrections tab.
- Click Create credit memo. The Create refund dialogue box opens.
- Click Add custom line item to add a custom line item or select an item from your product range whose value you want to credit to your customer via the search box Searching for items.
- Double-click in the pink cells to specify, for example, the Line item name, Net SP and Gross SP.
- Close the Create refund dialogue box with Save and formalise, or with Save as ‘draft’.
Optional: For example, if you have transferred a credited amount to your customer, you can record this in the Status field in the Invoice correction area.
You have now credited a specific amount to your customer.
Alternatively, you can also create a refund via the Sales management in JTL-Wawi. To do this, open the corresponding sales order in the sales management and add an item or a custom line item to the line item list.