Refund a paid sales invoice

Record a refund

1. From Sales tab, open relevant sales invoice from the list.
2. Under Amount Paid, select the payment link.
3. Select the edit button , next to the receipt you want to refund.
4. Enter the refund date, and the bank account you paid the refund from.
   The refund amount will always match the amount of the receipt. You cannot partially refund a receipt.
   If required, you can also enter a brief description in the Reference (optional) box.
5. Select Save.

Record a credit note

When you record a credit note, this will:

• Update the balance on your customer account to clear the balance left by the refund.
• If you use the Cash Basis scheme, the credit note appears on your next VAT Return.

1. From Sales tab, open relevant sales invoice from the list.
2. Under Amount Paid, select the Add Credit Note link.
3. The credit note will automatically match the sales invoice.
4. Select Save.