Ive received an overpayment from a customer
I want to allocate this to a customer credit
I created the credit now I can't match the bank feed to the credit
Is there something else I need to do?
Happy NY everyone
Kr +614707744914
Hi @Zappy
Happy new year!
Once you've created the customer return you need to process the return by either applying it to an existing invoice or paying a refund. If you've refunded the customer go to Sales>>Customer returns>>click Refund>>enter the details and Record. You can then match the refund to the bank feed transaction.
If the refund transaction isn't appearing in Bank transactions>>Match transactions, change the Show filter to All transactions. Also check that the refund transaction has been allocated to the correct bank account.
Let me know how you go.
If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.
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