What is a Payment Voucher? (Refund)

In Wafeq, a Payment Voucher refers to a Refund, a payment recorded when returning money to a customer.

It’s used when your business needs to pay back the customer due to overpayment, cancellation, returned items, or any other valid reason.

When to Use a Payment Voucher (Refund)?

You should use a Payment Voucher in cases like:

• The customer paid more than the invoice total.

• A sale was cancelled after receiving payment.

• Products or services were returned.

• There’s an existing Credit Note that should be refunded.

   

Steps to Create a Payment Voucher (Refund):

1. From the main menu, go to "Sales", then click on "Customer Payments".

2. Click on "Record Payment".

3. Choose the payment type: "Refund".

4. Fill in the required details, including:

   • Customer name

   • Refund amount

   • Refund date

5. Click Save to create the Payment Voucher.

When to Use a Credit Note in a Refund?

If there is an existing Credit Note issued for the customer — such as for a returned product, canceled invoice, or overcharge — you can use it to cover the refund amount instead of issuing a new cash or bank payment.

In this case, the Payment Voucher is directly linked to the Credit Note from the refund screen, and the refund amount is deducted from it without requiring a new outgoing transaction.