Support CenterHow can I see in SureFire which customers are getting a refund and which customers have a balance due?
🔍 How can I see in SureFire which customers are getting a refund and which customers have a balance due?
This guide shows you how to customize your Return List so you can easily see:
- Which customers are getting a refund (using the Refund column)
- Which customers have a balance due (identified by an amount shown in parenthesis)
⚠️ Before You Begin
Make sure you are already viewing the Return List in SureFire.
📊 Step-by-Step Guide
Step 1: Open Column Options from the Return List
Use this when you need to customize what columns appear on the Return List.
From the Return List, select the Column Options link.
Step 2: Turn on the Refund column
Use this to display refund information directly in the list.
Mark the Refund check box.
Step 3: Find the Refund column
Use this to locate the Refund column after enabling it.
Scroll to the right of the return list to locate the Refund column.
Step 4: Interpret the results
Use this to quickly tell refunds from balances due.
Customers with a balance due willhave an amount in parenthesis.
✅ Success!
You have customized the Return List to show the Refund column, making it easier to see which customers are getting a refund and which customers have a balance due.
💡 Helpful Tip
For more information on using the Return List, including columns options, sorting/filtering the return list and exporting the return list, select the Help link on the bottom of the Return List window.
📞 Still Need Help?
If you are having trouble, contact our support team:
Phone: 1-800-516-9442
Tags: install