I was trying to refund a payment received in foreign currency via PayPal. The original transaction in GBP was of smaller value than the refund (because of the unfavourable currency rates) and so the corresponding transaction was not found. When I tried to create a manual credit note to the relevant invoice I had an error message the the credit note value cannot be greater than the original invoice value. How to refund this?
If you are actually refunding the money rather than holding credit on account against future sales then you could do it with an ad-hoc credit note (an invoice with a negative value). This wouldn’t show as linked back to the “original” invoice but it should still show up in the client’s control panel and you could include the original invoice number in the line description or notes field.
Thanks, that is an actual refund - so I just create a completely new invoice with the negative value and just manually add the description and the original number, right?
Yes, I believe that’s how it works (I’ve only ever done ad-hoc credit notes on the purchase side rather than sales, but the two sides are basically mirror images of each other).
Thank you! I will do that then.