We are a working car garage. A customer has accidentally sent a random credit to our bank account that he was supposed to send to another establishment. He has asked us to just send the money straight back to his bank account - which we have done.
What do I tag the random credit and subsequent debit as? There is no option to select “cust not paying attention to what he is doing on his online banking!”
Hello @daveclark123
Tag the transaction as
- Payment from a customer
- Pay down multiple invoices
- Select their account
- Select Payment on account (assign later)
Go to Sales > View Payments
View the details of the outstanding payment
Refund Balance
Thank you Steve for the very clear instructions. Much appreciated