Refund part of a payment on account

Created on 10 July 2024 | Last modified on 17 September 2026

Summary

How to process a partial refund of a payment on account in Sage Accounting.

If you need to, you can refund part of a payment on account.

You have a £100 payment on account and you want to refund £80. This leaves £20 as a payment on account.

Edit the original payment on account to reflect the new amount.
Create a new payment on account for the remaining amount.
Refund the adjusted amount. Ensure this refund matches the adjusted amount in the payment on account.