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TCC1's avatar
TCC1
12 months ago
Solved

Customer refund

Hi I am trying to figure out how to process a refun dfor my cutomer. I have a customer who has given a partial payment for an invoice however we can't complete the work for this so we have decided to give them a refund however I can't seem to find out how to do it. I have an myob essentials account. Could I please have some help to make this happen. Thanks

  • Mike_James's avatar
    Mike_James
    2 years ago

    Hi NZBA , welcome to the forum.  Try the receivables reconciliation reports instead. The aged reports always include all open invoices.

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  • Doreen_P's avatar
    Doreen_P
    MYOB Moderator
    12 months ago
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    Hi TCC1,

     

    Thanks for your post, and welcome to the MYOB Community Forum.

     

    If you need to process a customer refund, you will need to create return first and then process it. You will find more information regarding processing of refund by clicking here.

     

    Feel free to post again anytime if you require further assistance. 
     
    If my response has answered your inquiry, please click "Accept as Solution" to assist other users in finding this information.

     

    Best regards,

    Doreen

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Hi I am trying to figure out how to process a refun dfor my cutomer. I have a customer who has given a partial payment for an invoice however we can't complete the work for this so we have decided to give them a refund however I can't seem to find out how to do it. I have an myob essentials account. Could I please have some help to make this happen. Thanks

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Hi I am trying to figure out how to process a refun dfor my cutomer. I have a customer who has given a partial payment for an invoice however we can't complete the work for this so we have decided to give them a refund however I can't seem to find out how to do it. I have an myob essentials account. Could I please have some help to make this happen. Thanks

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Hi TCC1,

\n

 

\n

Thanks for your post, and welcome to the MYOB Community Forum.

\n

 

\n

If you need to process a customer refund, you will need to create return first and then process it. You will find more information regarding processing of refund by clicking here.

\n

 

\n

Feel free to post again anytime if you require further assistance. 
 
If my response has answered your inquiry, please click \"Accept as Solution\" to assist other users in finding this information.

\n

 

\n

Best regards,

\n

Doreen

","body@stripHtml({\"removeProcessingText\":false,\"removeSpoilerMarkup\":false,\"removeTocMarkup\":false,\"truncateLength\":200})@stringLength":"213","kudosSumWeight":0,"repliesCount":0,"postTime":"2024-04-16T15:44:42.144+10:00","lastPublishTime":"2024-04-16T15:44:42.144+10:00","solution":true,"metrics":{"__typename":"MessageMetrics","views":178},"visibilityScope":"PUBLIC","placeholder":false,"originalMessageForPlaceholder":null,"isEscalated":null,"entityType":"FORUM_REPLY","eventPath":"category:Business/category:Support/community:myobboard:Bus-Sales/message:865383/message:865406","replies":{"__typename":"MessageConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[]},"customFields":[],"attachments":{"__typename":"AttachmentConnection","edges":[],"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}},"readOnly":false,"editFrozen":false,"body@stringLength":"1107","rawBody":"

Hi ,

\n

 

\n

Thanks for your post, and welcome to the MYOB Community Forum.

\n

 

\n

If you need to process a customer refund, you will need to create return first and then process it. You will find more information regarding processing of refund by clicking here.

\n

 

\n

Feel free to post again anytime if you require further assistance. 
 
If my response has answered your inquiry, please click \"Accept as Solution\" to assist other users in finding this information.

\n

 

\n

Best regards,

\n

Doreen

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