Sales Order Refund Mapping

Audience: Admin
Type: Reference

Reference

For system behavior and rules, see
SmartBooks Documentation – Section 6: Journal Entries and Adjustments

Purpose

Sales Order Refund Mapping defines how refunds issued against sales orders are recorded into accounting accounts in SmartBooks.

This mapping ensures refunded sales amounts are posted correctly and reflected accurately in financial reports.

How to Access

1. Go to SmartBooks

2. Click Settings

3. Open Mapping Setup

4. Select Sales Order Refund Mapping

URL format:
https://app.thulo.com/{tenantname}/ps/admin/accounting/setting/mapping-setup

What Sales Order Refund Mapping Does

This mapping connects:

• Sales order refund transactions

• Accounting accounts used to record refunded amounts

When a sales refund is processed, SmartBooks applies this mapping automatically.

Configuring Sales Order Refund Mapping

To configure or update the mapping:

1. Open Sales Order Refund Mapping

2. Select the Refund Type or Method

3. Select the Account to record the refund

4. Save the mapping

The mapping applies to future sales order refunds.

Updating Mapping

Update this mapping when:

• Sales refund handling changes

• Revenue or refund accounts are updated

• Accounting structure is revised

Changes affect future refund records only.

Important Notes

• Sales order refund mapping applies only to sales refunds

• Incorrect mapping can affect revenue and cash balances

• Existing refund records are not recalculated automatically

When to Configure This

• During initial SmartBooks setup

• Before processing sales refunds

• When refund-related reports show incorrect values

Related Articles

• Credit Note Mapping

• Credit Note Refund Mapping

• Payment Mapping from Sale Invoice

• Chart of Accounts

End of Article