Forum Discussion

Lauraub's avatar
2 months ago

bank feeds deposit that has been refunded

Hi there,

 

We received a payment that was incorrect, so we have refunded the funds back to the agent.

 

However in bank feeds the amount is displayed, waiting to be allocated. The original invoice has been updated so the amount doesn't show anymore.

 

How to go about this? Do i just recreate the incorrect invoice and match it even though the money has been refunded?

 

Thank you

1 Reply

  • Shella_A's avatar
    Shella_A
    MYOB Moderator

    Hi Lauraub,

     

    If you have an invoice and a payment, make sure to record both the refund and the new invoice without removing anything. Simply recreate the incorrect invoice and match it accordingly even though the money has been refunded. See this helpful article about settling customer credits to guide you with this.

     

     

    Regards,

    Shella