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This help document will show you how to issue a refund to a customer. The difference between a refund and a credit note is that a refund is a transaction that effects your bank statement e.g. when a customer actually paid for something that you need to refund. Go to the Sales tab, and then press the Money collected button.
Select the correct customer. In the example below, there is a sales receipt for £500 that was overpaid and needs refunding.
If you want to issue a full refund, tick the select box next to the desired transaction. Select the bank account and the date (their ref and our ref are optional).In the amount field a negative number will appear (-500). Press Save/ allocate.
The refund will now be allocated against the sales receipt.
Enter a Sales Credit Note v2.0 1 March 2010