{"id":4486,"date":"2026-01-10T05:58:46","date_gmt":"2026-01-10T05:58:46","guid":{"rendered":"https:\/\/profitaa.com\/?post_type=docs&#038;p=4486"},"modified":"2026-01-10T05:58:46","modified_gmt":"2026-01-10T05:58:46","password":"","slug":"adjustments-refunds-debit-notes-discounts","status":"publish","type":"docs","link":"https:\/\/profitaa.com\/ng\/help\/transactions\/adjustments-refunds-debit-notes-discounts\/","title":{"rendered":"Adjustments (Refunds, Debit Notes, Discounts)"},"content":{"rendered":"<div class=\"tmnf_entry\">\n<p>Refunds are referred to as\u00a0<strong>Adjustments<\/strong>\u00a0on Profitaa. When an adjustment is effected on a Transaction, its resolutions is either \u201c<strong>refund note<\/strong>\u201c, \u201c<strong>debit note<\/strong>\u201d or \u201c<strong>discount<\/strong>\u201c.<\/p>\n<p><strong>Refund Note<\/strong>: Adjustments resolution with\u00a0 Refund note are processed for cash payment, from the Account module. The amount is sent as a Bill to the Account module for approval and payment.<\/p>\n<p>&nbsp;<\/p>\n<p><strong>Debit Note:<\/strong>\u00a0This Adjustment resolution credits the Customer Wallet with the adjusted amount, which can be used for settlement of other purchases or transactions.<\/p>\n<p>&nbsp;<\/p>\n<p><strong>Discount:<\/strong>\u00a0Discounts Adjusted are applied on the same Transaction, offsetting some amount from the balance.<\/p>\n<p>&nbsp;<\/p>\n<p><img fetchpriority=\"high\" decoding=\"async\" class=\"alignnone size-full wp-image-31709\" src=\"https:\/\/help.profitaa.com\/wp-content\/uploads\/2025\/12\/profitaa-documentation-Screenshot-2025-12-29-062926-385-example.png\" sizes=\"(max-width: 675px) 100vw, 675px\" srcset=\"https:\/\/help.profitaa.com\/wp-content\/uploads\/2025\/12\/profitaa-documentation-Screenshot-2025-12-29-062926-385-example.png 675w, https:\/\/help.profitaa.com\/wp-content\/uploads\/2025\/12\/profitaa-documentation-Screenshot-2025-12-29-062926-385-example-300x212.png 300w\" alt=\"\" width=\"675\" height=\"476\" \/><\/p>\n<p>&nbsp;<\/p>\n<p><strong>Performing an Adjustment:<\/strong>\u00a0Click the \u201c<strong>NEW<\/strong>\u201d on Transaction Adjustment page or find the Transaction, click the ellipsis icons and select Adjustments. Select an Adjustment reason \u201cProduct related\u201d, \u201cTax\u201d, \u201cDiscount\u201d, \u201cGeneral\u201d. If \u201cProduct Related\u201d is selected, the products purchased on this Transaction will appear. Then select the item you are making Adjustment on. Then select the resolution \u201cRefund Notes\u201d, \u201cDebit Notes\u201d, \u201cDiscount\u201d then hit the \u201cProcess\u201d button. It will be saved and awaiting Approval from supervisor or Administrator.<\/p>\n<p>&nbsp;<\/p>\n<p><strong>What Happens Next?:<\/strong>\u00a0If Approved (click the ellipsis on the Adjustments when submitted, and click \u201c<strong>Authority<\/strong>\u201d to approve or deny the Adjustment request). The various actions explained at the start of this page will be performed, based on the selected Resolution. In \u201cProduct Related\u201d option, the selected item will be moved to the warehouse as \u201cReturn Items\u201d. Which can be processed back into the inventory or report as damaged e.t.c.<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Refunds are referred to as\u00a0Adjustments\u00a0on Profitaa. When an adjustment is effected on a Transaction, its resolutions is either \u201crefund note\u201c, \u201cdebit note\u201d or \u201cdiscount\u201c. Refund Note: Adjustments resolution with\u00a0 Refund note are processed for cash payment, from the Account module. The amount is sent as a Bill to the Account module for approval and payment. [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[72],"doc_tag":[],"class_list":["post-4486","docs","type-docs","status-publish","hentry","doc_category-transactions"],"year_month":"2026-10","word_count":250,"total_views":"12","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"Profitaa","author_nicename":"profitaa","author_url":"https:\/\/profitaa.com\/ng\/author\/profitaa\/"},"doc_category_info":[{"term_name":"Transactions","term_url":"https:\/\/profitaa.com\/ng\/docs-category\/transactions\/"}],"doc_tag_info":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Adjustments (Refunds, Debit Notes, Discounts) - Profitaa<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/profitaa.com\/help\/transactions\/adjustments-refunds-debit-notes-discounts\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Adjustments (Refunds, Debit Notes, Discounts) - Profitaa\" \/>\n<meta property=\"og:description\" content=\"Refunds are referred to as\u00a0Adjustments\u00a0on Profitaa. When an adjustment is effected on a Transaction, its resolutions is either \u201crefund note\u201c, \u201cdebit note\u201d or \u201cdiscount\u201c. Refund Note: Adjustments resolution with\u00a0 Refund note are processed for cash payment, from the Account module. The amount is sent as a Bill to the Account module for approval and payment. 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