Refund for a sales invoice
Have had a payment made to us incorrecty so i made up a invoice to match in banking, but now and we have had to refund the amount with a bank transfer, what do i do now to mtach it to in banking.
Thank you
Forum Discussion
Hi lynelle1,
Thanks for posting to the forum.
I'm sorry to hear about the difficulties you are having with bank feeds. In my understanding, recording the incorrect payment against an invoice is the best way to handle the situation, as this would result in credit for a customer. We could then refund them using the same bank account to match the bank feed of your bank transfer. I would suggest reading through these help articles Customer overpayments and double payments and Settling customer credits, this would give you a detailed guide into how to process this in the system.
Let us know if you require any further assistance. We're happy to help.
Cheers,
GenreveHi,
We do not have a drop down box called received payment screen
