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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