Refunding Incorrect Payment (no existing sale/invoice)

NewlandPC

A customer from years ago recently paid us by accident. How would I go about recording the credit and refund when there was no sale/invoice in the first place? Would I have to just make an invoice detailing the random payment and then go about refunding same as any other transaction?

Cheers.

Steven_M

Hi @NewlandPC 

 

If the customer is an older customer you would be looking at following the below process:

1. If the customer's card is no longer active:
   1. Go to the Card File>>Cards Lists>>Customers>>Enable Show Inactive
   2. Navigate to the desired card
   3. De-select Inactive Card
2. Once the card is active, go to Sales>>Receive Payments
3. Select Include Closed Sales
4. Choose the Customer and enter the relevant payment against one of their closed invoices.

The above process will create a credit note, which can be seen and actioned through the Sales>>Sales Register>>Returns and Credits and Pay Refund if necessary.

 

Note: If you don't wish to record the payment against a previous invoice, a new zero dollar invoice (Sales>>Enter Sales>>Select the Customer>>Record) could be used in its place.