Refund a paid sales invoice

How to refund a paid sales invoice in Sage Accounting Start.

When a customer returns items or you agree to refund a sale, you'll need to refund a paid sales invoice. When doing this, you need to:

• Refund the customer receipt
• Apply a credit note to the outstanding invoice

Follow these steps when you need to refund the full amount of a paid sales invoice.

1. Go to Sales.
2. Select the paid sales invoice with the payment you want to refund.
3. Under the Amount Paid, select the green payment link.
4. Select the pencil icon and select the Refund payment tick box.
5. Enter the details and select Save.

You've now refunded the payment for your customer.

Credit the invoice

Select Add credit note to the invoice if you don't want to leave it outstanding.

If you use bank feeds, we recommend you match this transaction to the one that appears in your bank account. Read more on Match bank transactions from bank feeds or an imported file.