Refund a paid customer invoice

You can easily record a customer refund this in Sage 50 Accounts with 2 simple steps.

1. Post a credit note for the refund amount, using the same date, nominal code and tax code as the original sale. You can do this in:
   
   • Invoices and credits >- if you want to print the note or adjust stock back in, you can create a service or product credit note, or
   • Batch credit - if you simply want to post an audit trail transaction post a customer batch credit.
2. Click Customers then click Refund, choose the relevant bank account and customer then refund the credit note using the date of the refund.

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