How to perform a wallet or eft refund?
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To create a Wallet or EFT refund transaction, ensure that the Advances Transaction Type rights are enabled for the relevant role in Setup > Role> Transaction Tab.
Refer to the screenshot below for guidance.
Once the necessary permissions have been assigned to the appropriate roles, users will be able to access the EFT or Wallet options when creating a new manual refund transaction.
To proceed:
Navigate to Transaction > Client Ledger > Options > New Transaction.
Follow the process, which is similar to creating a manual refund.
Ensure that the Refund option is chosen when selecting a transaction category
Refer to the screenshot below for a visual representation of the steps.
View our what's new entry for steps on how to enable the feature.
