Refund a customer

Post a credit note

If you haven't done so already, we recommend you post either a product credit note, service credit note or batch credit note ready to be refunded.

If you prefer, you can do this later and allocate the refund and credit note .

Post a customer refund

1. Click Bank accounts.
2. Click the account you're paying the refund from.
3. On the tool bar, click Customer refund, or on the Payments drop-down list, click Customer refund.
4. Complete the Bank Details, Customer Details and Refund Details boxes as required.
5. To refund a credit note, in the Refund column for the relevant credit, enter the refund amount.
   If you don't have a credit note to refund, enter the refund amount in the box at the top.
6. Click Save.
   If you entered the amount in the box at the top, click Yes to post an unallocated refund. You can allocate this later.