---
title: "About refund processing"
description: "In Visma Net, payment documents that can be released manually have the following document types on the Customer payments (AR302000) window: Payment, Prepayment, Customer refund, Credit note, Balance write-off, and Voided payment."
lang: en
languages:
en: https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-payments/about-refund-processing/index.md
lastmod: 2026-02-19
---
> Documentation index: https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-payments/llms.txt
# About refund processing
Last modified February 19, 2026
> In Visma Net, payment documents that can be released manually have the following document types on the Customer payments (AR302000) window: Payment, Prepayment, Customer refund, Credit note, Balance write-off, and Voided payment.
For more information: [Customer payments (AR302000)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-payments-ar302000/index.md).
The information in this topic applies to documents of the **Customer refund** type.
This topic describes the windows you may use to release a customer refund and outlines the details of releasing refunds and their application records, as well as the details of the generation of the general ledger batch.
## Release a customer refund
When you are recording a customer refund, you must fully apply its available balance to one open payment, prepayment, or credit note (or multiple documents of these types) before you release the refund. For step-by-step instructions, see [Issue a refund](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-payments/issue-a-refund/index.md).
You distribute the entire available refund balance among the open payment documents you add to the table on the **Documents to apply** tab of the [Customer payments (AR302000)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-payments-ar302000/index.md) window. The system creates application records for each document listed on the tab and includes the applied amount. Thus, the available refund balance becomes zero. When you release a customer refund, the system does the following:
+ Changes the refund status to **Closed**.
+ Releases the application records.
+ Decreases the balances of the paid documents. If the balance of a paid document becomes zero, the system changes its status to **Closed**.
+ Increases the customer's balance by the refund amount, if the refund is applied to a document of the **Payment** or **Credit note** type.
+ Decreases the customer's prepayment balance by the refund amount, if the refund is applied to a payment document of the **Prepayment** type.
+ Generates a general ledger batch to update the involved asset accounts.
The following refund transactions are recorded to the general ledger when the refund and its applications are released.
|Account|Debit|Credit|
|---|---|---|
|Cash account|0.0|Amount|
|Customer ledger account|Amount|0.0|
You can view the batch details by clicking the link in the **Batch no.** field on the **Financial details** tab of the [Customer payments (AR302000)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-payments-ar302000/index.md) window.
When you release a refund, the general ledger batch may contain, in addition to the refund transactions, some transactions generated by its application records. For details, see [About release of application records](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/process-payments-and-applications/about-release-of-application-records/index.md).
Related pages
Concepts
Tasks
Windows
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[View this page](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-payments/about-refund-processing/)