--- title: How do I manage Refund Receipts? description: Everything you need to know about Refund Receipts and how to search, add, edit, or delete them in the ERP Module. --- [Skip to content](https://support.digitbridge.com/digitbridgeclientknowledgebase/how-do-i-manage-refund-receipts#main-content) English Show submenu for translations [More support](https://support.digitbridge.com/digitbridgeclientknowledgebase/kb-tickets/new?hsLang=en) ![white-logo-db.png\]](https://support.digitbridge.com/hs-fs/hubfs/white-logo-db.png?height=50&name=white-logo-db.png) Open main navigation Close main navigation - English Show submenu for translations - [More support](https://support.digitbridge.com/digitbridgeclientknowledgebase/kb-tickets/new) - Go to digitbridge.com Go to digitbridge.com Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [DigitBridge Knowledge Base](https://support.digitbridge.com/digitbridgeclientknowledgebase?hsLang=en) 2. [Accounts Receivable](https://support.digitbridge.com/digitbridgeclientknowledgebase/accounts-receivable?hsLang=en) 3. [Returns](https://support.digitbridge.com/digitbridgeclientknowledgebase/accounts-receivable?hsLang=en#returns) # How do I manage Refund Receipts? ## Everything you need to know about Refund Receipts and how to search, add, edit, or delete them in the ERP Module. A refund receipt is used to document an actual refund. It can be created manually or transferred from a return or credit memo. The refund receipt will be posted to QuickBooks in order to process the refund. ***Note: **This is not the actual refunding of money to a customer, but a record for bookkeeping purposes. * There are two ways to create a refund receipt: [manually](https://support.digitbridge.com/digitbridgeclientknowledgebase/how-do-i-manage-refund-receipts#manually) or via an [existing RMA](https://support.digitbridge.com/digitbridgeclientknowledgebase/how-do-i-manage-refund-receipts#RMA). ### Option One: Manually Creating Refund Receipts Start by going to **Accounts Receivable** on the left-hand sidebar. **Click Refund Receipt Processing**.**![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Jul-01-2025-09-07-36-2565-PM.png?width=688&height=215&name=image-png-Jul-01-2025-09-07-36-2565-PM.png)Click Apply** to see all existing Refund Receipts, use the [sort and filter tools](https://support.digitbridge.com/digitbridgeclientknowledgebase/how-do-i-use-the-sort-and-filter-tools?hsLang=en) search by your preferred parameters to find a particular Refund Receipt, or create a new one. Since we are starting from scratch, let's **click Add**. ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Jul-01-2025-09-06-31-8306-PM.png?width=688&height=154&name=image-png-Jul-01-2025-09-06-31-8306-PM.png) From the Refund Receipt Management screen, the first thing you'll do is **enter the Customer # and hit Tab** (or **click anywhere outside the field**). Make any other adjustments you need: what kind of payment are you refunding? What type of refund is it? Is it just a Journal Entry? How is it going to be paid out? Etc. ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Jul-01-2025-09-06-25-1830-PM.png?width=688&height=207&name=image-png-Jul-01-2025-09-06-25-1830-PM.png)Under the **Lines** tab, enter the item information for the refundby **clicking Add Item**, filling out the row, and repeating until you're done. Make sure the **Price, Taxable, Discount,** and **Qty RTN** columns are accurately filled out. The **Activity** and **Transaction** tabs will be empty right now, considering this is a new Refund Receipt and isn't associated with any invoice or RMA at this point. Check the **Summary** section to make sure everything looks as expected. ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Jul-01-2025-09-06-16-9100-PM.png?width=688&height=373&name=image-png-Jul-01-2025-09-06-16-9100-PM.png) **Click Save** when you're done. ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Jul-01-2025-09-06-06-0168-PM.png?width=688&height=38&name=image-png-Jul-01-2025-09-06-06-0168-PM.png) **Click Yes**.  ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Jul-01-2025-09-05-20-1650-PM.png?width=425&height=181&name=image-png-Jul-01-2025-09-05-20-1650-PM.png) If the **Paid By** method is **Credit Card**, [follow the steps in this guide](https://support.digitbridge.com/digitbridgeclientknowledgebase/how-do-i-refund-a-credit-card-payment?hsLang=en). ### Option Two: Using an RMA to Create a Refund Receipt The other option would be to refund a specific invoice. To do this, you will first need to [create an RMA](http://digitbridge-19622341.hs-sites.com/digitbridgeclientknowledgebase/how-do-i-manually-create-returns)and go through the return process. Once the items have been received and you're ready to refund the charge, go to **Sales \> RMA Management.** ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Jul-01-2025-09-04-32-5237-PM.png?width=688&height=198&name=image-png-Jul-01-2025-09-04-32-5237-PM.png)**Click Apply** to see all RMA, or **search for a specific one**. Use the [sort & filter tools](https://support.digitbridge.com/digitbridgeclientknowledgebase/how-do-i-use-the-sort-and-filter-tools?hsLang=en) if necessary. ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Jul-01-2025-09-04-23-9180-PM.png?width=688&height=138&name=image-png-Jul-01-2025-09-04-23-9180-PM.png) **Select the RMA** you'd like to refund. From the **Action** menu, **select Refund Balance Amount**. ***Note:** The RMA must be **Closed** to be refunded.* ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Jul-01-2025-09-04-13-1070-PM.png?width=688&height=143&name=image-png-Jul-01-2025-09-04-13-1070-PM.png) You'll get a notification that you successfully created the refund.  ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Jul-01-2025-09-03-54-3772-PM.png?width=398&height=76&name=image-png-Jul-01-2025-09-03-54-3772-PM.png) You will also notice now that the RMA has disappeared. The return was processed and has been turned into a refund. ***Note:** You can also do this from the RMA Management screen by clicking the **Action** button and selecting **Refund Balance Amount**. Then **Click Save. Click Yes.![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Jul-01-2025-09-03-35-7301-PM.png?width=688&height=361&name=image-png-Jul-01-2025-09-03-35-7301-PM.png)*** Navigate to **Accounts Receivable \> Refund Receipt Processing.![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Jul-01-2025-09-03-22-0259-PM.png?width=688&height=215&name=image-png-Jul-01-2025-09-03-22-0259-PM.png)Click Apply** and you will see the RMA that you just refunded right there at the top. **Click on it**. From the Refund Receipt Management screen, you can now **refund the credit card** [following the steps in this guide](https://support.digitbridge.com/digitbridgeclientknowledgebase/how-do-i-refund-a-credit-card-payment?hsLang=en). --- See related: [How do I process a credit card payment](https://support.digitbridge.com/digitbridgeclientknowledgebase/how-do-i-process-a-credit-card-payment?hsLang=en)?  - [Settings](https://support.digitbridge.com/digitbridgeclientknowledgebase/settings?hsLang=en#main-content) - [ERP](https://support.digitbridge.com/digitbridgeclientknowledgebase/settings?hsLang=en#erp) - [WMS](https://support.digitbridge.com/digitbridgeclientknowledgebase/settings?hsLang=en#wms) - [PIM/CC](https://support.digitbridge.com/digitbridgeclientknowledgebase/settings?hsLang=en#pim-cc) - [Miscellaneous](https://support.digitbridge.com/digitbridgeclientknowledgebase/settings?hsLang=en#miscellaneous) - [Email](https://support.digitbridge.com/digitbridgeclientknowledgebase/settings?hsLang=en#email) - [Inventory](https://support.digitbridge.com/digitbridgeclientknowledgebase/inventory?hsLang=en#main-content) - [Stock](https://support.digitbridge.com/digitbridgeclientknowledgebase/inventory?hsLang=en#stock) - [Case Pack](https://support.digitbridge.com/digitbridgeclientknowledgebase/inventory?hsLang=en#case-pack) - [Create](https://support.digitbridge.com/digitbridgeclientknowledgebase/inventory?hsLang=en#create) - [Edit](https://support.digitbridge.com/digitbridgeclientknowledgebase/inventory?hsLang=en#edit) - [History](https://support.digitbridge.com/digitbridgeclientknowledgebase/inventory?hsLang=en#history) - [Miscellaneous](https://support.digitbridge.com/digitbridgeclientknowledgebase/inventory?hsLang=en#miscellaneous) - [Move](https://support.digitbridge.com/digitbridgeclientknowledgebase/inventory?hsLang=en#move) - [Prepack](https://support.digitbridge.com/digitbridgeclientknowledgebase/inventory?hsLang=en#prepack) - [Product Details](https://support.digitbridge.com/digitbridgeclientknowledgebase/inventory?hsLang=en#product-details) - [Replenish](https://support.digitbridge.com/digitbridgeclientknowledgebase/inventory?hsLang=en#replenish) - [Reports](https://support.digitbridge.com/digitbridgeclientknowledgebase/inventory?hsLang=en#reports) - [Catalog](https://support.digitbridge.com/digitbridgeclientknowledgebase/inventory?hsLang=en#catalog) - [Pricing](https://support.digitbridge.com/digitbridgeclientknowledgebase/inventory?hsLang=en#pricing) - [Labels and Packaging](https://support.digitbridge.com/digitbridgeclientknowledgebase/inventory?hsLang=en#labels-and-packaging) - [Bundles](https://support.digitbridge.com/digitbridgeclientknowledgebase/inventory?hsLang=en#bundles) - [Dropship](https://support.digitbridge.com/digitbridgeclientknowledgebase/inventory?hsLang=en#dropship) - [Cost](https://support.digitbridge.com/digitbridgeclientknowledgebase/inventory?hsLang=en#cost) - [Overview](https://support.digitbridge.com/digitbridgeclientknowledgebase/inventory?hsLang=en#overview) - [Sales](https://support.digitbridge.com/digitbridgeclientknowledgebase/sales?hsLang=en#main-content) - [Sales Order](https://support.digitbridge.com/digitbridgeclientknowledgebase/sales?hsLang=en#sales-order) - [Invoice](https://support.digitbridge.com/digitbridgeclientknowledgebase/sales?hsLang=en#invoice) - [Miscellaneous](https://support.digitbridge.com/digitbridgeclientknowledgebase/sales?hsLang=en#miscellaneous) - [Reports](https://support.digitbridge.com/digitbridgeclientknowledgebase/sales?hsLang=en#reports) - [Returns](https://support.digitbridge.com/digitbridgeclientknowledgebase/sales?hsLang=en#returns) - [Shipping & Fulfillment](https://support.digitbridge.com/digitbridgeclientknowledgebase/sales?hsLang=en#shipping-fulfillment) - [Sales Channel](https://support.digitbridge.com/digitbridgeclientknowledgebase/sales?hsLang=en#sales-channel) - [Quotation](https://support.digitbridge.com/digitbridgeclientknowledgebase/sales?hsLang=en#quotation) - [Sales Reps & Commission](https://support.digitbridge.com/digitbridgeclientknowledgebase/sales?hsLang=en#sales-reps-commission) - [Informative](https://support.digitbridge.com/digitbridgeclientknowledgebase/sales?hsLang=en#informative) - [Settings](https://support.digitbridge.com/digitbridgeclientknowledgebase/sales?hsLang=en#settings) - [Pricing](https://support.digitbridge.com/digitbridgeclientknowledgebase/sales?hsLang=en#pricing) - [POS Receipts](https://support.digitbridge.com/digitbridgeclientknowledgebase/sales?hsLang=en#pos-receipts) - [Purchasing](https://support.digitbridge.com/digitbridgeclientknowledgebase/purchasing?hsLang=en#main-content) - [Purchase Order](https://support.digitbridge.com/digitbridgeclientknowledgebase/purchasing?hsLang=en#purchase-order) - [Miscellaneous](https://support.digitbridge.com/digitbridgeclientknowledgebase/purchasing?hsLang=en#miscellaneous) - [Receiving](https://support.digitbridge.com/digitbridgeclientknowledgebase/purchasing?hsLang=en#receiving) - [Reports](https://support.digitbridge.com/digitbridgeclientknowledgebase/purchasing?hsLang=en#reports) - [Customers](https://support.digitbridge.com/digitbridgeclientknowledgebase/customers?hsLang=en#main-content) - [Create](https://support.digitbridge.com/digitbridgeclientknowledgebase/customers?hsLang=en#create) - [Edit](https://support.digitbridge.com/digitbridgeclientknowledgebase/customers?hsLang=en#edit) - [History](https://support.digitbridge.com/digitbridgeclientknowledgebase/customers?hsLang=en#history) - [Settings](https://support.digitbridge.com/digitbridgeclientknowledgebase/customers?hsLang=en#settings) - [Type](https://support.digitbridge.com/digitbridgeclientknowledgebase/customers?hsLang=en#type) - [Pricing](https://support.digitbridge.com/digitbridgeclientknowledgebase/customers?hsLang=en#pricing) - [Vendors](https://support.digitbridge.com/digitbridgeclientknowledgebase/vendors?hsLang=en#main-content) - [Create](https://support.digitbridge.com/digitbridgeclientknowledgebase/vendors?hsLang=en#create) - [Edit](https://support.digitbridge.com/digitbridgeclientknowledgebase/vendors?hsLang=en#edit) - [Type](https://support.digitbridge.com/digitbridgeclientknowledgebase/vendors?hsLang=en#type) - [Vendor Portal](https://support.digitbridge.com/digitbridgeclientknowledgebase/vendors?hsLang=en#vendor-portal) - [Fulfillment](https://support.digitbridge.com/digitbridgeclientknowledgebase/fulfillment?hsLang=en#main-content) - [Carriers](https://support.digitbridge.com/digitbridgeclientknowledgebase/fulfillment?hsLang=en#carriers) - [Picking, Packing, & Shipping](https://support.digitbridge.com/digitbridgeclientknowledgebase/fulfillment?hsLang=en#picking-packing-shipping) - [Accounts Receivable](https://support.digitbridge.com/digitbridgeclientknowledgebase/accounts-receivable?hsLang=en#main-content) - [Prepayment](https://support.digitbridge.com/digitbridgeclientknowledgebase/accounts-receivable?hsLang=en#prepayment) - [Credit Memo](https://support.digitbridge.com/digitbridgeclientknowledgebase/accounts-receivable?hsLang=en#credit-memo) - [Invoice Payment](https://support.digitbridge.com/digitbridgeclientknowledgebase/accounts-receivable?hsLang=en#invoice-payment) - [Miscellaneous](https://support.digitbridge.com/digitbridgeclientknowledgebase/accounts-receivable?hsLang=en#miscellaneous) - [QuickBooks](https://support.digitbridge.com/digitbridgeclientknowledgebase/accounts-receivable?hsLang=en#quickbooks) - [Returns](https://support.digitbridge.com/digitbridgeclientknowledgebase/accounts-receivable?hsLang=en#returns) - [Accounts Payable](https://support.digitbridge.com/digitbridgeclientknowledgebase/accounts-payable?hsLang=en#main-content) - [A/P Bill](https://support.digitbridge.com/digitbridgeclientknowledgebase/accounts-payable?hsLang=en#a-p-bill) - [A/P Deposit](https://support.digitbridge.com/digitbridgeclientknowledgebase/accounts-payable?hsLang=en#a-p-deposit) - [Bill Payment](https://support.digitbridge.com/digitbridgeclientknowledgebase/accounts-payable?hsLang=en#bill-payment) - [Reports](https://support.digitbridge.com/digitbridgeclientknowledgebase/accounts-payable?hsLang=en#reports) - [Vendor Credit](https://support.digitbridge.com/digitbridgeclientknowledgebase/accounts-payable?hsLang=en#vendor-credit) - [Cost](https://support.digitbridge.com/digitbridgeclientknowledgebase/accounts-payable?hsLang=en#cost) - [General](https://support.digitbridge.com/digitbridgeclientknowledgebase/general?hsLang=en#main-content) - [Tools & Features](https://support.digitbridge.com/digitbridgeclientknowledgebase/general?hsLang=en#tools-features) - [Settings](https://support.digitbridge.com/digitbridgeclientknowledgebase/general?hsLang=en#settings) - [Informative](https://support.digitbridge.com/digitbridgeclientknowledgebase/general?hsLang=en#informative) - [Troubleshooting](https://support.digitbridge.com/digitbridgeclientknowledgebase/troubleshooting?hsLang=en) - [Dashboards](https://support.digitbridge.com/digitbridgeclientknowledgebase/dashboards?hsLang=en#main-content) - [Miscellaneous](https://support.digitbridge.com/digitbridgeclientknowledgebase/dashboards?hsLang=en#miscellaneous) - [PIM/CC](https://support.digitbridge.com/digitbridgeclientknowledgebase/dashboards?hsLang=en#pim-cc) - [Warehouse](https://support.digitbridge.com/digitbridgeclientknowledgebase/warehouse?hsLang=en#main-content) - [Settings](https://support.digitbridge.com/digitbridgeclientknowledgebase/warehouse?hsLang=en#settings) - [Shipping & Fulfillment](https://support.digitbridge.com/digitbridgeclientknowledgebase/warehouse?hsLang=en#shipping-fulfillment) - [Locations](https://support.digitbridge.com/digitbridgeclientknowledgebase/warehouse?hsLang=en#locations) - [Transfer](https://support.digitbridge.com/digitbridgeclientknowledgebase/warehouse?hsLang=en#transfer) - [Hardware](https://support.digitbridge.com/digitbridgeclientknowledgebase/warehouse?hsLang=en#hardware) - [Content Management](https://support.digitbridge.com/digitbridgeclientknowledgebase/content-management?hsLang=en#main-content) - [Catalog](https://support.digitbridge.com/digitbridgeclientknowledgebase/content-management?hsLang=en#catalog) - [Channel Attributes](https://support.digitbridge.com/digitbridgeclientknowledgebase/content-management?hsLang=en#channel-attributes) - [Settings](https://support.digitbridge.com/digitbridgeclientknowledgebase/content-management?hsLang=en#settings) - [Image Management](https://support.digitbridge.com/digitbridgeclientknowledgebase/content-management?hsLang=en#image-management) - [Copywriting](https://support.digitbridge.com/digitbridgeclientknowledgebase/content-management?hsLang=en#copywriting) - [Product Details](https://support.digitbridge.com/digitbridgeclientknowledgebase/content-management?hsLang=en#product-details) - [Channel Management](https://support.digitbridge.com/digitbridgeclientknowledgebase/channel-management?hsLang=en#main-content) - [Miscellaneous](https://support.digitbridge.com/digitbridgeclientknowledgebase/channel-management?hsLang=en#miscellaneous) - [Settings](https://support.digitbridge.com/digitbridgeclientknowledgebase/channel-management?hsLang=en#settings) - [Integration](https://support.digitbridge.com/digitbridgeclientknowledgebase/integration?hsLang=en#main-content) - [Integration Setup](https://support.digitbridge.com/digitbridgeclientknowledgebase/integration?hsLang=en#integration-setup) - [QuickBooks](https://support.digitbridge.com/digitbridgeclientknowledgebase/quickbooks?hsLang=en#main-content) - [Miscellaneous](https://support.digitbridge.com/digitbridgeclientknowledgebase/quickbooks?hsLang=en#miscellaneous) - [How Tos](https://support.digitbridge.com/digitbridgeclientknowledgebase/quickbooks?hsLang=en#how-tos) - [Import/Export](https://support.digitbridge.com/digitbridgeclientknowledgebase/import-export?hsLang=en#main-content) - [ERP](https://support.digitbridge.com/digitbridgeclientknowledgebase/import-export?hsLang=en#erp) - [PIM/CC](https://support.digitbridge.com/digitbridgeclientknowledgebase/import-export?hsLang=en#pim-cc) - [Returns](https://support.digitbridge.com/digitbridgeclientknowledgebase/returns?hsLang=en#main-content) - [Receiving](https://support.digitbridge.com/digitbridgeclientknowledgebase/returns?hsLang=en#receiving) - [Create](https://support.digitbridge.com/digitbridgeclientknowledgebase/returns?hsLang=en#create) - [Settings](https://support.digitbridge.com/digitbridgeclientknowledgebase/returns?hsLang=en#settings) - [Overview](https://support.digitbridge.com/digitbridgeclientknowledgebase/returns?hsLang=en#overview) - [EDI](https://support.digitbridge.com/digitbridgeclientknowledgebase/edi?hsLang=en) - [3PL](https://support.digitbridge.com/digitbridgeclientknowledgebase/3pl?hsLang=en#main-content) - [Settings](https://support.digitbridge.com/digitbridgeclientknowledgebase/3pl?hsLang=en#settings) - [Client Guides](https://support.digitbridge.com/digitbridgeclientknowledgebase/3pl?hsLang=en#client-guides) - [Customer Setup](https://support.digitbridge.com/digitbridgeclientknowledgebase/3pl?hsLang=en#customer-setup) - [Catalog](https://support.digitbridge.com/digitbridgeclientknowledgebase/3pl?hsLang=en#catalog) - [Overview](https://support.digitbridge.com/digitbridgeclientknowledgebase/3pl?hsLang=en#overview) - [Tools & Tips](https://support.digitbridge.com/digitbridgeclientknowledgebase/3pl?hsLang=en#tools-tips) - [Outbound Orders](https://support.digitbridge.com/digitbridgeclientknowledgebase/3pl?hsLang=en#outbound-orders) - [Invoices & Billing](https://support.digitbridge.com/digitbridgeclientknowledgebase/3pl?hsLang=en#invoices-billing) - [Inbound Orders](https://support.digitbridge.com/digitbridgeclientknowledgebase/3pl?hsLang=en#inbound-orders) - [Pricing & Fees](https://support.digitbridge.com/digitbridgeclientknowledgebase/3pl?hsLang=en#pricing-fees) - [Email & Notifications](https://support.digitbridge.com/digitbridgeclientknowledgebase/3pl?hsLang=en#email-notifications) - [Dropship](https://support.digitbridge.com/digitbridgeclientknowledgebase/dropship?hsLang=en#main-content) - [Dropship Center](https://support.digitbridge.com/digitbridgeclientknowledgebase/dropship?hsLang=en#dropship-center) - [Settings](https://support.digitbridge.com/digitbridgeclientknowledgebase/dropship?hsLang=en#settings) - [Shipments & Invoices](https://support.digitbridge.com/digitbridgeclientknowledgebase/dropship?hsLang=en#shipments-invoices) - [Customer Portal](https://support.digitbridge.com/digitbridgeclientknowledgebase/customer-portal?hsLang=en#main-content) - [Settings & Setup](https://support.digitbridge.com/digitbridgeclientknowledgebase/customer-portal?hsLang=en#settings-setup) - [Orders](https://support.digitbridge.com/digitbridgeclientknowledgebase/customer-portal?hsLang=en#orders) - [Catalog](https://support.digitbridge.com/digitbridgeclientknowledgebase/customer-portal?hsLang=en#catalog) - [Manufacturing](https://support.digitbridge.com/digitbridgeclientknowledgebase/manufacturing?hsLang=en#main-content) - [Getting Started](https://support.digitbridge.com/digitbridgeclientknowledgebase/manufacturing?hsLang=en#getting-started) - [Settings](https://support.digitbridge.com/digitbridgeclientknowledgebase/manufacturing?hsLang=en#settings) - [Informative](https://support.digitbridge.com/digitbridgeclientknowledgebase/manufacturing?hsLang=en#informative) - [Create](https://support.digitbridge.com/digitbridgeclientknowledgebase/manufacturing?hsLang=en#create) - [Update](https://support.digitbridge.com/digitbridgeclientknowledgebase/manufacturing?hsLang=en#update) - [Reports](https://support.digitbridge.com/digitbridgeclientknowledgebase/manufacturing?hsLang=en#reports) [![digitbridge\_logo\_footer-1](https://support.digitbridge.com/hs-fs/hubfs/digitbridge_logo_footer-1.png?width=287&height=73&name=digitbridge_logo_footer-1.png "digitbridge_logo_footer-1")](http://www.digitbridge.com) DigitBridge.com Help Center Copyright © 2025, DigitBridge