Refund from a Customer using MYOB

Hi Eden0625,

Thank you so much for your post and welcome to the Community Forum! I'm sorry to hear that you are having issues when trying to refund a Costumer. I really appreciate your patience and understanding about this issue, and I do apologize for the delayed response. I also appreciate the detailed information you provided. To refund a payment from a customer, you can follow these steps:

Access Sales Register:

• Navigate to the Sales or Receivables module.
• Find and select the customer for whom you want to process the refund.
• Within the customer's profile, access their transaction history or sales ledger.
• Locate the specific payment or invoice that you need to refund.

Create a Credit Note:

• To initiate the refund, you'll typically create a Credit Note or a Credit Memo. This document serves as a record of the refund.
• Apply the Credit Note to the invoice or payment you're refunding. This links the refund to the original transaction
• Double-check all details and amounts to ensure accuracy. Confirm the refund transaction.

Record Bank Transaction:

• If the refund involves a bank transfer or payment, record this in your bank account within MYOB.

Finalize and Save:

• Save the refund transaction in MYOB AccountRight to complete the process.

Please do let me know how you go on this.
Regards,
Earl