Tagging refund from supplier

  • Go to the supplier’s account and click ‘View >> All Payments’:

  • Select the payment which shows the amount that remains unallocated and click ‘View Details’:

  • On the next screen, click ‘Refund Balance’ to refund the unallocated balance to the bank:

  • Finally, if you’re using bank feeds or upload your bank statements, make sure to delete the duplicate untagged refund on the bank account.
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