Solution Properties Solution ID: 200427112601518 Last Modified Date: Tue Apr 18 10:08:08 UTC 2023 Taxonomy Path: Case category//How do I...//processing Author: [email protected]

Allocate a customer refund to a credit note Description Cause Resolution Click Bank accounts, select the required bank and click Customer receipt. Click the Account drop-down and select the required customer. Enter the Date and leave the Amount as 0.00. As a rule, enter the later date of the transactions you're allocating. On the relevant refund, SP, and relevant credit, SC, in the Receipt column, enter the amount you want to allocate. This would normally be the smaller amount of the two transactions. Click Save then click Close. Steps to duplicate Related Solutions