SageForum for UK versions of Sage 50- Help and support.

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

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