Hi,
one of my customers require a part refund to be made on an invoice that has been paid in full - however we only use sage for accounts and therfore i cannot use the wizard.
i want to know how i can show the refund in the customer account as well as in the bank account.
i have tried creating a dummy invoice to nominal code 9999 and then a bank payment to 9999, however this shows the customer account as having an unpaid invoice when it is not.
i have also tried to create a credit note to 9999 in the customer account then making a bank payment to 9999 - again the same thing happens and it also leaves a balance in 9999.
i am ready to pull my hair out, if anyone can help please let me know.
thanks
Dee
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Refund on Customer account
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brucedenney
- Site Admin
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- Joined: 28 Feb 2006, 09:56
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Re: Refund on Customer account
You raise a credit note to credit their account.
If you want to pay back that credit on their account then you do a customer refund.
I guess you might be on an older version as you seem to be doing the invoice/payment via 9999 method
If you want to pay back that credit on their account then you do a customer refund.
I guess you might be on an older version as you seem to be doing the invoice/payment via 9999 method
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