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Edit a supplier refund

Created on  | Last modified on 

Summary

How to edit a supplier refund in Sage Accounting.

Description

To edit the refund amount, it must match the credit note or payment on account you allocated it to. If it doesn't, delete the supplier refund, update the credit note or payment on account, then recreate the refund.

NOTE:

If you use the Cash Accounting VAT scheme and the refund is on a submitted VAT Return, you can only edit the Method or Reference.

Resolution

Edit a supplier refund

  1. Go to Banking, then Bank accounts.
  2. Open the bank account you posted the refund to.
  3. Select the refund in the Activity tab.

    TIP:

    Use the From and To boxes to change your date range. Select More and change the Type to Supplier Refund.

  4. Select Actions, then View / Edit.
  5. Make the required changes.
  6. Select Save.