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How to View and Manage Refund Details

From the Refunds page in Wisenet, you can click on an individual credit note to see the corresponding refund details.

Required Knowledge: Refunds

Learn More: Search Functionalities in LRM

2

View Refund Details

  1. Navigate to LRM > Finance > Refunds
  2. Search or add filters if needed.
  3. Click on the Refund Number.

The Refund Details page opens with:

  • Refund Status
  • Debtor
  • Credit Note Number
  • Refunded Date
  • Refund Summary including:
    • Subtotal
    • Transaction Fees (If processed via a payment gateway i.e. Stripe)
    • Total Amount Paid (Currency)
  • Logbook Activities

3

View Debtor (Optional)

Click on the Debtor to navigate to the Debtor Details page

  • The Debtor can be either a Learner or a Workplace.
    • If Learner, then the Learner Details page will open.
    • If Workplace, then the Workplace Details page will open.

4

Resend refund confirmation (Optional)

Click Action > Resend refund confirmation.

The debtor will receive the payment confirmation via email.

5

View Logbook Entry Details and Refund Confirmation (Optional)

Click on a Logbook Item to review additional details.

Click View Refund Confirmation to view the refund confirmation and/or download the confirmation as a PDF.

View Credit Note (Optional)

Click on the Credit Note Number.

The credit note will open in the Invoice App.

LEARN MORE: Invoice App