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MYOB Staff
Kanchan_Bajaj_
Posts: 20
Registered: ‎20-05-2010
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Accepted Solution

How to enter Customer refund?

One of my customers fully paid the invoice but has returned goods so need to issue refund. How can I enter this in the AccountRight Plus 19?

Experienced Partner
Sophie_de_Somerville
Posts: 38
Registered: ‎12-05-2009
Australia
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Re: How to enter Customer refund?

Hi there,

 

You need to enter an adjustment note and then give a refund.

 

To do this, go to Sales Command Centre, Enter Sales.

 

Then enter a negative invoice for the items that have been returned (if using an Item layout, the quantity needs to be a negative, if  Service layout, the amount is negative)

 

Once the transaction is recorded, go to your Sales Register, click the Returns and Credits tab. Highlight the adjustment and then at the bottom of the window click Pay refund.

 

This will then walk you through a payment screen to pay the customer a refund

 

Warm regards,

Sophie

 

Warm regards,
Sophie

PrecisionPays
Phone: 1800 688 952
www.precisionpays.com.au
MYOB Staff
Blake_
Posts: 40
Registered: ‎23-04-2010
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Re: How to enter Customer refund?

Cover User
denisechev
Posts: 10
Registered: ‎18-04-2011
Australia
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Re: How to enter Customer refund?

This is OK if you want to issue a refund by cheque, but is there a way to put bank details for a customer card into the system.? I would like to pay the refund electronically.

User
shaztl
Posts: 2
Registered: ‎25-10-2011
Australia
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Re: How to enter Customer refund?

I need to refund a customer but can't figure out how to do this electronically as I seem to only be able to issue a chq.  Is there a way to enter bank details for a customer and process the refund electronically?

User
shaztl
Posts: 2
Registered: ‎25-10-2011
Australia
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Re: How to enter Customer refund?

I need to refund a customer but can't figure out how to do this electronically as I seem to only be able to issue a chq.  Is there a way to enter bank details for a customer and process the refund electronically?

Ultimate Partner
Julie_A_C
Posts: 2,643
Registered: ‎07-09-2010
Australia

Re: How to enter Customer refund?

You cant put banking details in for a customer card.  If you want to pay electronically you will have to go onto your bank and do a manual pay anyone transfer or the other option is to make the customer a supplier card for this one entry and then run the amount through a clearing account if you have done a negative sale for the refund.

 

All in all the best and quickest way would be to on the bank and do the payment manually and when you record it in myob as 'pay refund' record the chq number as eft.

Julie Carter AIPA, BBus(Acctg),
MYOB Professional Partner, Registered BAS Service Provider
Associate Member of Institute of Public Accountants
ph: 0417 927 654 email: accuratebooks7@gmail.com
Accurate Books Always (Servicing from Leederville to Pinjarra, Fremantle to Armadale WA)
Ultimate Partner
Clive
Posts: 3,277
Registered: ‎11-01-2007
Australia
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Re: How to enter Customer refund?

Hi Julie

 

You cannot change a Customer card to a Supplier card if invoices have been recorded against that card.

 

Regards

Clive Williams

MYOB Certified Consultant & Accredited Trainer; Ostendo Consulting Partner
Cert IV Financial Services (Bookkeeping); Cert IV Training & Assessment; BAS Agent 92620 006
Providing on-site MYOB support in Sydney, the Blue Mountains and Hawkesbury
Remote support available for MYOB throughout Australia
Mobile: 0418.657.833 AH (02) 4754.4151
email: clive@crwservices.com.au website: www.crwservices.com.au
Ultimate Partner
Julie_A_C
Posts: 2,643
Registered: ‎07-09-2010
Australia
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Re: How to enter Customer refund?

Hi Clive

 

I know you can't change the card, I musn't have explained properly in my post, I meant for them to create another card for the customer, but as a supplier (that would be used once, for the refund only).

 

 

Julie Carter AIPA, BBus(Acctg),
MYOB Professional Partner, Registered BAS Service Provider
Associate Member of Institute of Public Accountants
ph: 0417 927 654 email: accuratebooks7@gmail.com
Accurate Books Always (Servicing from Leederville to Pinjarra, Fremantle to Armadale WA)