Customer refunds
Description

You may need to record a refund paid to a customer. This could be because the customer overpaid or when they have returned some goods.

Cause
Resolution

How this works

  • If you import bank transactions from a bank feed or bank statement, you can only match the refund to an existing credit note
  • If you have already received the credit note, then enter the refund and match it to the credit note
  • If the refund is to repay an overpayment saved as a payment on account, enter the refund and match to the payment on account
  • If you have received a refund for a cash sale where you don't have an invoice or credit note, use the Refund for sales option. Read more about entering money out as a cash refund
  • If you use the Cash Basis scheme, the refund shows on your next VAT return

[BCB:299:UKI - Personal content block - Dane:ECB][BCB:303:UKI - Search override - Accounting IE:ECB] [BCB:276:UKI - hide back button:ECB]
Steps to duplicate
Related Solutions