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Delete a customer refund

Created on  | Last modified on 

Summary

How to delete a customer refund in Sage Accounting.

Description

You always allocate a customer refund to one of the following:

  • Sales credit note
  • Sales quick entry credit note
  • A customer's payment on account

If you allocated a customer refund, delete it before you edit one of these transactions. You can't save customer refunds on account.

NOTE:

If you use the Cash Accounting VAT scheme and the refund is on a submitted VAT Return, you can't delete it.

Resolution

Delete a customer refund

  1. Go to Banking and open the bank account containing the customer refund.
  2. Select the refund transaction.

    TIP:

    Use the From and To boxes to select the correct date range. Select More and change the Type to Customer Refund. 

  3. Once you've opened the refund transaction, select Delete.
  4. Select Delete Transaction to confirm the deletion.

You've now deleted the refund. Any transactions you allocated to the refund now show as unpaid.