| | Allocate a customer refund to a credit note transaction |
| Resolution | - Go to Bank accounts, select the required bank, then select Customer receipt.
- Select the Account dropdown and select the required customer.
- Enter the Date and leave the Amount as 0.00.
As a rule, enter the later date of the transactions you're allocating.
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For the refund (SP) and credit (SC), enter the amount to allocate in the Receipt column.
This is normally the smaller amount of the two transactions.
- Press Save then Close.
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