Refunding Incorrect Payment (no existing sale/invoice)
A customer from years ago recently paid us by accident. How would I go about recording the credit and refund when there was no sale/invoice in the first place? Would I have to just make an invoice de...
Hi NewlandPC
If the customer is an older customer you would be looking at following the below process:
- If the customer's card is no longer active:
- Go to the Card File>>Cards Lists>>Customers>>Enable Show Inactive
- Navigate to the desired card
- De-select Inactive Card
- Once the card is active, go to Sales>>Receive Payments
- Select Include Closed Sales
- Choose the Customer and enter the relevant payment against one of their closed invoices.
The above process will create a credit note, which can be seen and actioned through the Sales>>Sales Register>>Returns and Credits and Pay Refund if necessary.
Note: If you don't wish to record the payment against a previous invoice, a new zero dollar invoice (Sales>>Enter Sales>>Select the Customer>>Record) could be used in its place.
- If the customer's card is no longer active:
