Refund to a customer for double payment of invoice

Hi Valy,

Sounds like you're on the right track by creating a credit to handle the extra payments. To process a refund for the double payment and ensure the customer receives the money back in their bank account, you'll need to go to the "Returns & Credit" tab, find the credit note, and hit "Pay Refund." After processing the refund, go to Banking > Prepare Electronic Payments and select the refund transaction to create a bank file. For more info, please check out this Help article: Customer Overpayments.

Feel free to get in touch if you need more help.

Cheers,

Princess

Hello Max, I am confused about the instructions, the first reply wasn’t clear regarding the use of the electronic clearing account.

Could you please clarify your reply? when you mention choosing a Clearing Account, are you referring to the Electronic Clearing Account or our actual bank account?

I went back and changed the account to the Electronic Clearing Account, recorded the spend money transaction, and prepared the bank file. However, I received an error message stating "There were no transactions to process."

Could you please help me understand what I need to do to fix this issue? I have attached pictures for your reference.

Hello Sai, I read Max's reply and it didn't work for me so i emailed him directly MaxMM . Hope I can get some clarification ASAP.

Thank you

Hi Valy,

I believe you need to create a new clearing account, 1-???? for "pay refund". then use "spend money" with "Electronic Payment" ticked to pay the refund from the 1-???? new clearing account. It probably doesn't work when you use the same electronic clearing account (I'm not 100% sure if that's the reason).