Closing a sale after a refund
our customer has paid his full invoice but I now have to refund him. Usually I process this as follow Enter sale bring up customer add the refund amount record Than I go to sale register under ...
Forum Discussion
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
