Recording a refund for overpayment via payment gateway

Ianinfinance

Hello

I am seeking guidance on how to correctly record a refund in MYOB for a customer who overpaid through our payment gateway

The refund has already been processed through payment gateway but since the payment gateway is not listed as a payment option in our MYOB. I am not sure how to accurately reflect this transaction in MYOB. Could you please advise on the appropriate steps to record it?

Thank you in advance for your assistance.

Doreen_P

Hey @Ianinfinance,

 

You can create an account first for the payment gateway and use it when recording the refund. You'll find the steps you need in the links below. These detailed guides cover everything you need to properly record the refund, even when the payment gateway isn’t set up as an option.

 

• Customer overpayments
• Settling customer credits

 

Cheers,

Doreen