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.

  1. Click Bank accounts.
  2. Click the account you are paying the refund from.
  3. On the tool bar, click Customer refund, or on the Payments drop-down list, click Customer refund.
  4. Complete the Payee and Date boxes as required.
  5. 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.
  6. 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.

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Vital Support services during COVID-19

Most of the team are working from home but we are still contactable by email or telephone.

We are currently not able to visit your premises but we do have the ability to remotely login to your system from our home offices to provide any accounts, VAT or payroll support you need.

We are busy dealing with lots of questions from clients and the challenges of working from home – we ask that you be patient and understand that we may take a little longer than usual to reply to an email.

The latest Government advice can be found at

You can call us on 01691 654545 or email us at: [email protected]