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

Follow the steps below to see how to view Refund Details.

Required Knowledge: Refunds

Learn More: Search Functionalities in LRM

1

Navigate to LRM > Finance
On the left navigation bar, click on Refunds
- A list of all refunds appears on the Refunds page
- LEARN MORE: How to Search and Manage Refunds

2

Once you have found the relevant payment you want to view, click on the Refund Number.

The Refund Details page will now open for you to view the refund details such as:

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

NOTE: You can navigate back to the Refunds Search page (if required) by using the left navigation bar.

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.

NOTE: The page will open in the same Tab of your browser. Simply click on the “Back” arrow of your browser to go back to the Refunds Search page.

Click on the Action button and click Resend refund confirmation.

The debtor will receive the payment confirmation via email.

Click on the relevant Logbook Item and when the logbook entry drawer opens, review the additional details provided on the drawer.

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

Click on the Credit Note Number.

The credit note will open in the Invoice App on a new tab.

LEARN MORE: Invoice App