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kelly32
September 27, 2019
Question

I have issued a credit note already, want to link our refund to the credit note

  • September 27, 2019
  • 1 reply
  • 0 views

How do I link a payment done as a partial refund to the customers credit note?

1 reply

MariaSoledadG
MariaSoledadG
September 27, 2019

Hi Kelly, 

I'm here to help you link your payment with the credit note.

Please make sure that you've selected the A/R account for your payment (expense & cheque). Once done, go to the Receive Payment screen to link the expense transaction and your credit note.

Here's how:

  1. Click the Plus (+) icon on the upper-right corner.
  2. Under the Customers column, select Receive Payment.
  3. Type the name of the customer for the transactions to show below.
  4. Place a check mark beside your payment and the credit note.
  5. Click Save and close.

Here are some articles for more information:

Keep me posted if you need further questions. I'm here to help you.

M
Malcolm Ziman
September 27, 2019
"Click the Plus (+) icon on the upper-right corner.
Select Refund Receipt."

No, don't use a Refund Receipt; that reduces income which was already done with the c/memo.
The account allocation of the Expense or Cheque should be Accounts Receivable (Debtors). Then create a zero Receive Payment to apply the debit to the credit
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