Refund a customer credit note
There might be times when you need to refund a customer credit note, this can be easily recorded using the Customer refund option.
- 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 Payee and Date boxes as required.
- To refund a credit note, in the Refund column for the relevant credit, enter the refund amount. If you don’t have a credit note to refund, enter the refund amount in the box at the top.
- Click Save.
If you entered the amount in the box at the top, click Yes to post an unallocated refund. You can allocate this later.