Matching Customer Return to Bank Transaction
I am processing a customer return, I have followed the help instructions to create and refund a credit note, but how do we match that to the bank transaction for the refund, its not coming up as bein...
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Hi Shella,
As mentioned in my post, I created a negative invoice, saved this and then tried to match the bank transaction that the refund was completed but it will not show to match the invoice to the transaction.
I tried to refund the credit note and it is still not showing anywhere for the bank transaction to match.
Can you please tell me how i match the negative invoice/credit note to the bank transaction where the customer has already been refunded so we can process our GST for the month?
Hi WildReign1,
Thanks for the response.
If the bank account sent the refund already, you will be receiving a withdrawal on your bank feeds, that will be the transaction that you'll match on the credit note. You may have a look at this help article, processing customer returns that has all the detailed information with the process.
Do let us know if you need further help.
Cheers,
Shella
Hi WildReign1,
Hope this message finds you well. We would like to follow up on your concern. Kindly let us know if you still need further assistance. Don't hesitate to reach out to us. We are delighted to assist you.
Cheers,
Shella
Hi WildReign1,
Hope this message finds you well. Please be informed that we will be closing the thread now as were not able to receive any updates. Feel free to start a new post in the future if you encounter any further issues. We are delighted to assist you.
Cheers,
Shella
