Refund a paid customer invoice

Summary

How to refund a paid customer invoice (SI) in Sage 50 Accounts.

Resolution

Refund a service or product invoice

Post a credit note for the refund amount, using the same date, nominal code, and tax code as the original sale.

  1. Go to Invoices and credits, and create a service or product credit note.
  2. Create a customer refund once you’ve updated the credit note to the ledgers.

Refund a customer Batch invoice

  1. To post an audit trail transaction, post a customer batch credit.
  2. Create a customer refund.

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Solution Properties

Solution ID
200427112404644
Last Modified Date
Fri Aug 14 13:31:46 UTC 2026
Attributes
Product Details
Modules: Customers
Modules: Suppliers
Modules: Contact Management
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