Refund tag when client is in credit

How-to
1

Hi have a client who was paying monthly. His account is in credit as he was overpaying each month.

I made a part refund and when i go to tag it as refund to his account it comes up as

Showing invoices issued within the last 12 months. No qualifying sales invoice could be found to refund against. Make sure the corresponding invoice has been logged before you attempt to process this refund.

This was to bring his balance down but cant tag it from the bank feed.

Thanks

2

Hello @Oneillms1

You need to refund the various prepayments on their account

  • View their account.

  • Click on the prepayment balance.

  • View the prepayment > Refund

  • This will create a bank entry for the refund. I would refund into a holding bank account (new merchant account in banking screen)

  • Then tag your bank feed transaction as a bank transfer using the holding account to clear its balance