Sage 50 Accounts
Refund a customer
There are times when you might need to refund a customer when they have over paid or if you have issued a credit note etc after they have paid. You can refund a customer and record any goods they have returned, using the customer refund option.
If you have not already done so you need to post a credit note, you can either post a product credit note, a service credit note or a batch credit note.
Post a Refund
- Click Bank accounts.
- Click the account you are paying the refund from.
- On the tool bar, click Customer refund, or on the Payments drop-down list, click Customer refund.
- Complete the Bank Details, Customer Details and Refund Details as required.
- To refund a credit note, in the Refund column for the relevant credit, enter the refund amount. If you do not have a credit to refund, enter the refund amount in the box at the top.
- Click Save. If you enter the amount in the box at the top, lick Yes to post an unallocated refund. You can allocate this later.
If you would help refunding a customer, or entering a customer credit note or if you need any other help with your Sage 50 Accounts, please contact us
