Apply a refund to a supplier account in credit, not against a purchase

If you want to refund a a credit on account here’s how (applies to both suppliers and clients):

  1. Go to the supplier detail screen.
  2. Go to the view menu and show all payments.
  3. Look for a payment marked as This payment is currently unallocated, click to view this payment.
  4. Now you will see a button to Refund Balance

  1. You can select which bank account to refund to, make sure also to match the date as per your bank statement.

Hope that helps!

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