Hiya. I have unallocated customer payments that I want to refund, but I cant work out how to do it. They weren’t allocated to an invoice, and I don’t want to generate a Credit Note, I just want to refund. How do I do this ?? Its sitting as prepayments at the moment. I need to file my accounts ASAP so need to clear this issue up. Thanks
Kerri
You can refund the payment by viewing the payment details and using the “Refund balance” option. There’s more information on this in a previous post below:
Accidentally applied Prepayments to client Account
Hope that helps!
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