Solution Properties
Solution ID:
222001000101175
Last Modified Date:
Tue Jul 21 13:18:00 UTC 2026
Taxonomy Path:
Case category//How do I...//processing
Author:
[email protected]
Delete a customer refund
Description

You always allocate a customer refund to one of the following:

  • Sales credit note
  • Sales quick entry credit note
  • A customer's payment on account

If you allocated a customer refund, delete it before you edit one of these transactions. You can't save customer refunds on account.

NOTE:

If you use the Cash Accounting VAT scheme and the refund is on a submitted VAT Return, you can't delete it.

 

Cause
Resolution
  1. Go to Banking and open the bank account containing the customer refund.
  2. Search for the refund.

    NOTE:

    Use the From and To boxes to select the correct date range. Select More, and change the Type to Customer Refund. 

  3. On the transaction select Actions, and then Delete.
  4. Select Yes to confirm the deletion.

You've now deleted the refund. Any transactions you allocated to the refund now show as unpaid.

Steps to duplicate
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