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.
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