I am trying to work out how to do this, but i’ve become rather confused.
An invoice of £65 was raised, customer paid me £70 cash and I sent £5 change to him via bank transfer.
I told quickfile that he paid £70, so quickfile has now fully paid the invoice of £65 and has given the client £5 credit.
The £5 transaction is now in my banking list, but when I select to give £5 refund to the client it doesn’t remove the £5 credit and instead refunds the invoice (as though he has only paid £60).
If you click through to the payment record (at the top of the invoice there’s a link saying something like “payment SPnnnn is allocated to this invoice”) then you’ll see a button at the top to “refund balance”.
Note that this will create a duplicate of the £5 transaction but you can then safely delete the untagged one from the bank feed.