# Quick reference: Northwind finance desk

For finance staff who have done these tasks before in Paynest, Ledgerly and Cartwell. Full steps: the Finance SOPs folder.

## Paynest · Payments

| Task | Where and what to click |
| --- | --- |
| **Find a payment** | Payments > **Search orders**: type the order number. |
| **Check that an order is paid** | In the result row, **Status** must read **Paid**. Then click the row. |
| **Refund a paid order** | Order details > **Actions** > **Issue refund** > **Refund note** > **Save refund**. **Up to 200 EUR without approval; above that, only once finance has approved in the ticket. A saved refund cannot be taken back.** |

## Ledgerly · Sales > Invoices

| Task | Where and what to click |
| --- | --- |
| **Find an invoice** | Sales > Invoices > **Search invoices**: type the invoice number. |
| **Void an unpaid invoice** | Click the invoice's row > **Actions** > **Void invoice**. **Overdue or Draft only. Paid: refund it in Paynest instead.** |

## Cartwell · Orders

| Task | Where and what to click |
| --- | --- |
| **Show last month's paid orders** | Orders > **Date range**: Last 30 days > **Status**: Paid. |
| **Export the list to CSV** | Set the filters first, then **Export CSV** (top right). Done when the banner reads "Preparing orders.csv" with the row count. |

_The cropped screenshot for each task is in the PDF, Word and OpenDocument versions._

Tools as of September 2026 · Last checked 4 October 2026 · Owner: Lena, finance lead · Print at 100%, one side