Hello
I made a purchase (drawings) the other week then I’ve been refunded, what to I then tag the refunded transaction as? as it’s not a refund into my business but a refund for a personal transcation (drawing)
Many Thanks
Thankyou how do I get to credit note options?
Hello @Chloe44
Create a credit not from the original invoice (Open the credit > Mor Options > Credit Note)
When you save you are give the screen in my first screenshot.
Where is the credit? I can only seem to click on ‘tag’ I havent scanned an invoice for this, is that what you mean?
Hello @Chloe44
So there was no invoice for the original transaction? (you just tagged a bank transaction to drawings, is that right?).
If this is the case, is there a new bank transaction showing on the bank for the credit, if so just tag it to drawings as well.
Thanks I think I’ve done it, it now comes up as red in my drawings account as ‘money out’ is that right?
Hello @Chloe44
Yes, The Money out reverses the original Money in transaction on the account.
Brilliant thanks so much
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