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Refunded Invoice Report

The Refunded Invoice Report lists every invoice that was refunded in the date range, one line per invoice, with the customer, vehicle and money figures the invoice carried and the date the refund was given. A refunded invoice stays in ARM as a finalized invoice with a refund date, so this report is where you see how much was given back in a period, on which tickets, and to whom. Use it to explain a drop in net sales, to check refunds against the cash drawer or card settlements, and to review how often work is being refunded.

3 how-to answers 3 screenshots Open in ARM Markdown

How do I run the Refunded Invoice Report? #

  1. From the Home Screen, click Reports → Sales & Financial Reports → Refunded Invoice Report.
  2. Click the From : … To : … date box and pick the first and last day. The report opens on the first day of the current month through today, and it selects invoices by their Refund Date, not the date the invoice was written. The × beside the box clears the dates.
  3. To narrow the list, type part of a customer name, an invoice number, a VIN, a license plate or an email address into Search Text.
  4. Click Search. Click Show All to clear the search text and list every refunded invoice in the date range.
  5. Read the summary above the table: Total Gross, Total Sales Tax and Total Net Sales are the totals of the refunded invoices in the current filter.
  6. Click any column heading to sort by it; click it again to reverse the order. The table is wider than the screen; use the scroll bar under it to reach the right-hand columns.
  7. Click Download to export the filtered list to a spreadsheet.
Refunded Invoice Report with filters, results and TOTAL row
Refunded Invoice Report with filters, results and TOTAL row
Refunded Invoice Report fee, discount, labor and part columns
Refunded Invoice Report fee, discount, labor and part columns
Refunded Invoice Report vehicle and contact columns
Refunded Invoice Report vehicle and contact columns

How do I find the refunds given in a period and their total? #

  1. From the Home Screen, click Reports → Sales & Financial Reports → Refunded Invoice Report.
  2. Set the From : … To : … box to the period and click Search.
  3. Read Total Gross above the table for the amount refunded including tax, Total Sales Tax for the tax part, and Total Net Sales for the sale part; each line shows the invoice and the Refund Date.
  4. Click Download to keep a spreadsheet copy.

How do I check whether an invoice was refunded? #

  1. From the Home Screen, click Reports → Sales & Financial Reports → Refunded Invoice Report.
  2. Widen the From : … To : … dates to cover the time the refund could have been given.
  3. Type the invoice number or the customer name into Search Text and click Search. If the invoice appears, it was refunded on the Refund Date shown; click the Invoice No. to open it.
  4. If it does not appear, check the Voided Invoice Report and the Deleted Invoice Report in the same section, which cover invoices that were voided or deleted instead.
About this screen

Each line shows the Invoice No. (a link that opens the invoice), the Invoice Date, the Finalized Date, the Refund Date the money was given back, and the Customer Name. The money columns follow: Gross Sales (the invoice total), Sales Tax, Net Sales (the sale before tax and fees), then the fees charged on the invoice: Shop Fee, Haz. Waste Fee, Oil Sur Fee, Elec. Fund Trans., Tire Fee, Tire Disposal Fee, Battery Fee, Battery Disposal Fee and Smog Cert., then the Discount given, and Labor Amount and Part Amount, which split the sale between labor and parts. The REFUND INVOICES TOTAL row at the foot sums every money column for the invoices in the current filter, so it is the value refunded in the period.

The line continues with the Mode of the invoice, the Smog Cert. No., the vehicle's License Plate No., the customer's Email Address and Contact No., the technician's Clock In and Clock Out times on the invoice, the Odometer reading, the VIN, and the Vehicle Year, Vehicle Make, Vehicle Model and Vehicle Engine Size.

Refunded invoices also appear in red in the REFUND INVOICES block of the Detailed Sales Report and the Detailed Sales / Payment Method Report, where they reduce the grand total for the period. Because the report shows the customer's name, email address, contact number, license plate and VIN, keep exports in a safe place. The Add To Favorites switch beside the heading saves the report under Favorites on the Reports page. Which reports you see depends on your admin group permissions.

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