I have a similar issue in that a client made a payment to us n error which has been refunded and i need to log and tag the transactions - whats the best way to record?
Hello @lorri
You can record the invoice and the payment against it.
You can then open the invoice and click Options > Credit Note > Edit as required > Save and refund.
If you had a refund in the bank you can delete this so you do not double up in the bank.