A direct debit was taken twice and then refunded. How do I tag these transactions please?
There are 2 ways you could do it. If the dates are the same of both sides of the transaction, you could simply delete them as they cancel each other out.
However, if you prefer to keep a full audit trail and show them being taken and refunded (or paid to you and refunded, depending on whether it was to a supplier or from a client), you could just tag them as a prepayment and refund them by following the steps here. If it’s not allocated to an invoice, just to account, then the process should be the same.
I hope that helps, but please don’t hesitate to let us know if you need further help.
thank you. They are both on the same date so I have deleted them both. Job done!
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