Refunding a customer's unallocated payment

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

Hi @Kerri_Gilbranch

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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