Generating the Refunds and Adjustments Report

The Refunds and Adjustments Report lists the refunds or adjustments made within the date range you specify. For refunds, you can filter the report by refund type and payment type. For adjustments, you can filter the report by adjustment reason.

What do you want to do?

  1. Click Reporting and select Standard Reports.
  2. Click Sales Reports.
  3. Click Refunds and Adjustments.
  4. Select whether to print By Date Range or By Month & Year.
  5. Enter the date range to print, or select dates from the calendar.
  6. Perform one of the following steps:
    • To print refund information, select Refund and then select the Refund Reason and Payment Type.
    • To print adjustment information, select Adjustment and then select an Adjustment Reason.
  7. Select one or more Office(s) to include on the report.
  8. Click Generate Report.

    The report opens in a new window.

    If the report does not open, check to make sure your browser is set to allow pop-up windows. For instructions, see Enabling Pop-ups

To export the report, perform one of the following steps:

  • Click Export to PDF to open the report as a PDF file.
  • Click Export to Excel to open the report as an Excel spreadsheet.