If you use bank feeds, you must match the refund to an existing credit note or payment.

1. Create the supplier credit note first.
2. Select Banking, then select 'XX' Transactions.
3. Find the refund transaction and select Match.
4. Search for and select the matching credit note.
5. Select the checkbox, then confirm the match.

Sage Accounting creates the refund automatically.

If you use bank feeds, you must match the refund to an existing credit note or payment.

1. Create the supplier credit note first.
2. Select Banking, then select the relevant bank account.
3. Select the New Entry dropdown, then select Sale / Receipt.
4. Select the Supplier Refund tab and complete the refund information.
5. After selecting the Supplier, you'll see the outstanding transactions.
6. Select the credit note and ensure the Left to allocate is 0.00.
7. Select Save.

Sage Accounting creates the refund automatically.

To issue a partial refund for a payment on account, see process a partial refund.

Use this method to refund the full value of a single unpaid credit note.

You can’t refund part of a credit note.

1. Go to Purchases, then Purchase credit notes.
2. Open the relevant credit note.
3. Select Record Refund.
4. Confirm the amount, date, bank account, and payment method.
5. Select Refund.