Closing a sale after a refund

Hi lola_d, 

Thanks for the clear rundown of what you’re trying to do. If you only need to refund part of a payment, just run through the same steps using the amount you’re sending back.

To do it:

• Open Sales and create a new invoice.
• Choose the customer.
• Add a line with the refund as a negative amount.

This keeps the original invoice that’s already paid closed, so you don’t have to touch it.

If you want a walkthrough, have a look at the "Customer returns, credits and refunds" article.

Regards,

Genreve 

Hi Genreve, so I don't have to do anything at all as I have done the steps and created the refund already I thought I had to do this again and then "apply to sale" in second step?

Hi lola_d, 

Creating a negative invoice just tells the system you owe the customer credits. If you apply it to a sale, you’re basically saying you don’t need to return the cash, you’ll use it against an open invoice instead. If they’d prefer the money back, you can process a refund from the same Credits window and choose the bank account it comes out of.

Regards,
Genreve