If you need to record a customer refund through. You can record it through banking when you don't use bank feeds or an imported statement.

You can then match it to any existing credit note or payment on account.

Enter the refund

Follow these steps when you have an existing credit note or payment on account recorded:

1. Go to Banking, then open the correct bank account.
2. Select New, then Purchase / Payment.
3. Select the Customer Refund tab.
4. Enter the refund details.
   
   ▼ What do I need to enter?

   Enter the following details:

   Customer*	Select the customer you're refunding.
   Paid from Bank Account*	Select the bank account you paid the refund from.
   Method*	Select the payment method.
   Date Refunded*	Enter the date you sent the refund.
   Reference (optional)	Enter a relevant reference.
   Amount Refunded*	Enter the amount you've refunded.

5. Select the checkbox next to the credit note or payment on account.
6. Select Save.