Record a refund to a customer

Occasionally, you may need to refund a receipt (or payment) that you entered on a sales invoice (for example, if your customer returned damaged product). Follow the steps below to create a refund.

  1. Go to Sales.
  2. Click the sales invoice.
  3. On the right, click the <n> payment link (above the Record Payment button) to open the Payments and Allocations window.
  4. Click Edit (the pencil icon) in the Refund column for the payment to open the Amend Customer Receipt window.
  5. Enter the refund date, and the bank account from which you want to issue the refund and enter a reference if needed.
  6. Click Save. If there was only one payment, the invoice is set to Outstanding. If there was more than one payment, the invoice is set to Part Paid.

If needed, you can now cancel the invoice (or part of it) by creating a sales credit note.