Use this method to refund the entire value of a single credit note. You can’t refund part of a credit note.

First, allocate the credit note to the correct invoice, then refund the outstanding value. Find out more on how to allocate existing transactions.

Refund a credit note

1. Select Sales, then Sales credit notes.
2. Open the relevant credit note.
3. Select Record Refund.
4. Ensure the amount, date, bank account and payment method of the refund are correct.
5. Enter a reference if required.
6. Select Refund.

Refund a quick entry credit note

1. Select Banking, then Payments.
2. Select the Customer Refund tab.
3. Drop in the relevant Customer, Bank Account, Method and Date Refunded.
4. Select the credit note to refund.
5. Select Save.